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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 | $33,911 | $176,120-80.7% | $159,487-78.7% | $167,553-79.8% |
| Participation rate | 82.4% | 85.0%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 15.92% | 331.95%-316.0pp | 263.71%-247.8pp | 478.89%-463.0pp |
| Employer contribution / active EE | $3,485 | $5,299-34.2% | $4,831-27.9% | $4,840-28.0% |
| Participant deferral / active EE | $4,964 | $7,752-36.0% | $7,354-32.5% | $6,343-21.7% |
| Admin fee / account holder | $1,385 | $12,561-89.0% | $10,804-87.2% | $12,316-88.8% |