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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 | $37,083 | $165,381-77.6% | $149,730-75.2% | $158,966-76.7% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 21.57% | 348.29%-326.7pp | 276.70%-255.1pp | 302.95%-281.4pp |
| Employer contribution / active EE | $3,947 | $5,104-22.7% | $4,645-15.0% | $4,762-17.1% |
| Participant deferral / active EE | $4,589 | $7,182-36.1% | $6,843-32.9% | $5,983-23.3% |
| Admin fee / account holder | $1,256 | $10,809-88.4% | $9,310-86.5% | $11,250-88.8% |