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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 | $73,609 | $112,121-34.3% | $95,960-23.3% | $158,966-53.7% |
| Participation rate | 79.2% | 79.0%+0.2pp | 77.1%+2.1pp | 82.0%-2.8pp |
| Annual return | 11.03% | 171.16%-160.1pp | 91.63%-80.6pp | 302.95%-291.9pp |
| Employer contribution / active EE | $2,143 | $3,199-33.0% | $2,541-15.7% | $4,762-55.0% |
| Participant deferral / active EE | $2,561 | $4,784-46.5% | $4,167-38.5% | $5,983-57.2% |
| Admin fee / account holder | $624 | $10,135-93.8% | $6,797-90.8% | $11,250-94.5% |