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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 | $67,053 | $183,516-63.5% | $155,534-56.9% | $145,884-54.0% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 19.58% | 61.43%-41.8pp | 64.92%-45.3pp | 551.85%-532.3pp |
| Employer contribution / active EE | $1,983 | $5,315-62.7% | $4,675-57.6% | $4,662-57.5% |
| Participant deferral / active EE | $3,991 | $6,467-38.3% | $5,630-29.1% | $6,690-40.3% |
| Admin fee / account holder | $2,898 | $19,293-85.0% | $15,900-81.8% | $13,392-78.4% |