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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 | $39,188 | $107,363-63.5% | $92,909-57.8% | $152,897-74.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 24.86% | 145.63%-120.8pp | 109.44%-84.6pp | 345.43%-320.6pp |
| Employer contribution / active EE | $1,867 | $4,222-55.8% | $3,653-48.9% | $4,764-60.8% |
| Participant deferral / active EE | $3,385 | $4,848-30.2% | $4,238-20.1% | $5,851-42.2% |
| Admin fee / account holder | $9,057 | $7,082+27.9% | $5,795+56.3% | $11,599-21.9% |