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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 | $123,513 | $152,612-19.1% | $125,192-1.3% | $152,897-19.2% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 20.99% | 54.85%-33.9pp | 43.79%-22.8pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,693 | $4,947-65.8% | $3,866-56.2% | $4,764-64.5% |
| Participant deferral / active EE | $2,803 | $5,868-52.2% | $4,937-43.2% | $5,851-52.1% |
| Admin fee / account holder | $357 | $13,437-97.3% | $9,704-96.3% | $11,599-96.9% |