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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 | $43,333 | $157,304-72.5% | $141,197-69.3% | $152,909-71.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 23.97% | 64.34%-40.4pp | 71.41%-47.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $2,077 | $5,263-60.5% | $4,736-56.2% | $4,764-56.4% |
| Participant deferral / active EE | $7,906 | $7,111+11.2% | $6,710+17.8% | $5,851+35.1% |
| Admin fee / account holder | $790 | $12,126-93.5% | $10,265-92.3% | $11,601-93.2% |