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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 | $37,463 | $148,623-74.8% | $135,974-72.4% | $139,466-73.1% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 24.59% | 79.30%-54.7pp | 68.30%-43.7pp | 373.66%-349.1pp |
| Employer contribution / active EE | $2,671 | $5,246-49.1% | $4,859-45.0% | $4,754-43.8% |
| Participant deferral / active EE | $9,054 | $8,103+11.7% | $7,760+16.7% | $6,712+34.9% |
| Admin fee / account holder | $3,137 | $12,406-74.7% | $10,767-70.9% | $11,409-72.5% |