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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 | $27,811 | $183,516-84.8% | $155,534-82.1% | $145,884-80.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.02% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,532 | $5,315-71.2% | $4,675-67.2% | $4,662-67.1% |
| Participant deferral / active EE | $3,828 | $6,467-40.8% | $5,630-32.0% | $6,690-42.8% |
| Admin fee / account holder | $6,533 | $19,293-66.1% | $15,900-58.9% | $13,392-51.2% |