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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 | $104,610 | $148,629-29.6% | $135,982-23.1% | $139,487-25.0% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 14.65% | 79.33%-64.7pp | 68.32%-53.7pp | 373.84%-359.2pp |
| Employer contribution / active EE | $2,400 | $5,247-54.2% | $4,859-50.6% | $4,755-49.5% |
| Participant deferral / active EE | $8,082 | $8,102-0.3% | $7,760+4.1% | $6,713+20.4% |
| Admin fee / account holder | $3,948 | $12,406-68.2% | $10,767-63.3% | $11,407-65.4% |