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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 | $36,981 | $157,304-76.5% | $141,197-73.8% | $152,909-75.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 27.31% | 64.34%-37.0pp | 71.41%-44.1pp | 345.46%-318.2pp |
| Employer contribution / active EE | $2,567 | $5,263-51.2% | $4,736-45.8% | $4,764-46.1% |
| Participant deferral / active EE | $6,363 | $7,111-10.5% | $6,710-5.2% | $5,851+8.7% |
| Admin fee / account holder | $2,979 | $12,126-75.4% | $10,265-71.0% | $11,601-74.3% |