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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,358 | $160,040-39.2% | $147,096-33.8% | $145,877-33.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 16.20% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $3,533 | $5,289-33.2% | $4,936-28.4% | $4,663-24.2% |
| Participant deferral / active EE | $4,463 | $8,429-47.0% | $8,071-44.7% | $6,691-33.3% |
| Admin fee / account holder | $17,473 | $15,050+16.1% | $13,005+34.4% | $13,402+30.4% |