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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 | $46,147 | $171,492-73.1% | $150,734-69.4% | $198,609-76.8% |
| Participation rate | 81.8% | 81.4%+0.4pp | 78.4%+3.4pp | 82.4%-0.6pp |
| Annual return | 12.14% | 804.70%-792.6pp | 600.81%-588.7pp | 202.70%-190.6pp |
| Employer contribution / active EE | $2,173 | $5,470-60.3% | $4,918-55.8% | $5,055-57.0% |
| Participant deferral / active EE | $2,686 | $6,259-57.1% | $5,610-52.1% | $6,977-61.5% |
| Admin fee / account holder | $4,287 | $17,628-75.7% | $14,905-71.2% | $19,030-77.5% |