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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 | $30,099 | $157,304-80.9% | $141,197-78.7% | $152,909-80.3% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.5%+4.5pp |
| Annual return | 21.82% | 64.34%-42.5pp | 71.41%-49.6pp | 345.46%-323.6pp |
| Employer contribution / active EE | $3,159 | $5,263-40.0% | $4,736-33.3% | $4,764-33.7% |
| Participant deferral / active EE | $6,875 | $7,111-3.3% | $6,710+2.5% | $5,851+17.5% |
| Admin fee / account holder | $4,074 | $12,126-66.4% | $10,265-60.3% | $11,601-64.9% |