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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 | $113,183 | $152,612-25.8% | $125,192-9.6% | $152,897-26.0% |
| Participation rate | 82.4% | 83.3%-1.0pp | 79.8%+2.6pp | 82.5%-0.1pp |
| Annual return | 15.94% | 54.85%-38.9pp | 43.79%-27.9pp | 345.43%-329.5pp |
| Employer contribution / active EE | $1,696 | $4,947-65.7% | $3,866-56.1% | $4,764-64.4% |
| Participant deferral / active EE | $3,772 | $5,868-35.7% | $4,937-23.6% | $5,851-35.5% |
| Admin fee / account holder | $1,370 | $13,437-89.8% | $9,704-85.9% | $11,599-88.2% |