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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 | $32,900 | $68,681-52.1% | $86,615-62.0% | $85,847-61.7% |
| Participation rate | 82.4% | 66.4%+16.0pp | 71.6%+10.7pp | 69.3%+13.0pp |
| Annual return | 16.20% | 20.12%-3.9pp | 63.51%-47.3pp | 318.61%-302.4pp |
| Employer contribution / active EE | $2,484 | $1,880+32.1% | $2,496-0.5% | $2,565-3.2% |
| Participant deferral / active EE | $3,388 | $2,919+16.1% | $3,699-8.4% | $3,952-14.3% |
| Admin fee / account holder | $6,459 | $5,974+8.1% | $5,830+10.8% | $6,261+3.2% |