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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 | $33,120 | $81,208-59.2% | $98,920-66.5% | $79,856-58.5% |
| Participation rate | 75.8% | 72.5%+3.3pp | 76.0%-0.3pp | 69.6%+6.1pp |
| Annual return | 17.65% | 60.99%-43.3pp | 196.47%-178.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,956 | $1,960-0.2% | $2,689-27.3% | $2,471-20.8% |
| Participant deferral / active EE | $3,454 | $3,265+5.8% | $4,245-18.6% | $3,741-7.7% |
| Admin fee / account holder | $3,066 | $6,013-49.0% | $6,643-53.8% | $5,306-42.2% |