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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 | $68,873 | $107,353-35.8% | $92,903-25.9% | $152,885-55.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 19.41% | 145.62%-126.2pp | 109.43%-90.0pp | 345.39%-326.0pp |
| Employer contribution / active EE | $2,548 | $4,222-39.7% | $3,653-30.3% | $4,763-46.5% |
| Participant deferral / active EE | $2,193 | $4,848-54.8% | $4,238-48.3% | $5,851-62.5% |
| Admin fee / account holder | $1,267 | $7,081-82.1% | $5,795-78.1% | $11,598-89.1% |