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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 | $30,056 | $157,296-80.9% | $141,191-78.7% | $152,897-80.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 16.90% | 64.34%-47.4pp | 71.41%-54.5pp | 345.43%-328.5pp |
| Employer contribution / active EE | $2,178 | $5,262-58.6% | $4,736-54.0% | $4,764-54.3% |
| Participant deferral / active EE | $4,826 | $7,111-32.1% | $6,710-28.1% | $5,851-17.5% |
| Admin fee / account holder | $5,830 | $12,125-51.9% | $10,264-43.2% | $11,599-49.7% |