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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 | $30,366 | $183,592-83.5% | $155,574-80.5% | $145,877-79.2% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 9.41% | 61.37%-52.0pp | 64.87%-55.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,091 | $5,317-79.5% | $4,676-76.7% | $4,663-76.6% |
| Participant deferral / active EE | $2,019 | $6,466-68.8% | $5,629-64.1% | $6,691-69.8% |
| Admin fee / account holder | $10,502 | $19,316-45.6% | $15,914-34.0% | $13,402-21.6% |