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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 | $33,494 | $148,623-77.5% | $135,974-75.4% | $139,466-76.0% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 16.54% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,480 | $5,246-52.7% | $4,859-49.0% | $4,754-47.8% |
| Participant deferral / active EE | $5,163 | $8,103-36.3% | $7,760-33.5% | $6,712-23.1% |
| Admin fee / account holder | $10,245 | $12,406-17.4% | $10,767-4.8% | $11,409-10.2% |