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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 | $26,489 | $132,634-80.0% | $115,768-77.1% | $137,256-80.7% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.4%+3.9pp | 80.0%-1.7pp |
| Annual return | 18.90% | 160.70%-141.8pp | 100.46%-81.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,784 | $3,360-46.9% | $2,940-39.3% | $4,156-57.1% |
| Participant deferral / active EE | $4,045 | $5,619-28.0% | $4,917-17.7% | $6,407-36.9% |
| Admin fee / account holder | $1,696 | $15,028-88.7% | $12,439-86.4% | $12,270-86.2% |