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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 | $33,432 | $157,276-78.7% | $141,177-76.3% | $152,885-78.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 18.86% | 64.33%-45.5pp | 71.40%-52.5pp | 345.39%-326.5pp |
| Employer contribution / active EE | $2,491 | $5,262-52.7% | $4,736-47.4% | $4,763-47.7% |
| Participant deferral / active EE | $5,694 | $7,110-19.9% | $6,710-15.1% | $5,851-2.7% |
| Admin fee / account holder | $1,391 | $12,123-88.5% | $10,263-86.4% | $11,598-88.0% |