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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 | $45,045 | $159,978-71.8% | $147,041-69.4% | $145,978-69.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 16.04% | 98.36%-82.3pp | 419.21%-403.2pp | 550.52%-534.5pp |
| Employer contribution / active EE | $2,581 | $5,288-51.2% | $4,935-47.7% | $4,662-44.6% |
| Participant deferral / active EE | $7,473 | $8,429-11.3% | $8,071-7.4% | $6,690+11.7% |
| Admin fee / account holder | $1,551 | $15,053-89.7% | $13,006-88.1% | $13,400-88.4% |