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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 | $41,175 | $183,516-77.6% | $155,534-73.5% | $145,884-71.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.81% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $2,455 | $5,315-53.8% | $4,675-47.5% | $4,662-47.4% |
| Participant deferral / active EE | $7,617 | $6,467+17.8% | $5,630+35.3% | $6,690+13.9% |
| Admin fee / account holder | $15,803 | $19,293-18.1% | $15,900-0.6% | $13,392+18.0% |