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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 | $67,756 | $108,911-37.8% | $100,392-32.5% | $145,884-53.6% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 12.83% | 58.23%-45.4pp | 49.45%-36.6pp | 551.85%-539.0pp |
| Employer contribution / active EE | $4,316 | $4,420-2.4% | $3,941+9.5% | $4,662-7.4% |
| Participant deferral / active EE | $5,017 | $8,459-40.7% | $8,090-38.0% | $6,690-25.0% |
| Admin fee / account holder | $26,207 | $9,698+170.2% | $7,904+231.6% | $13,392+95.7% |