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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 | $25,614 | $127,296-79.9% | $109,907-76.7% | $167,536-84.7% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.2%-2.8pp | 82.1%-10.7pp |
| Annual return | 69.52% | 22.97%+46.5pp | 29.46%+40.1pp | 478.82%-409.3pp |
| Employer contribution / active EE | $3,311 | $3,325-0.4% | $2,844+16.4% | $4,839-31.6% |
| Participant deferral / active EE | $5,807 | $4,513+28.7% | $4,047+43.5% | $6,342-8.4% |
| Admin fee / account holder | $3,891 | $7,119-45.3% | $6,069-35.9% | $12,315-68.4% |