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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 | $66,854 | $152,619-56.2% | $125,195-46.6% | $152,909-56.3% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 25.64% | 54.85%-29.2pp | 43.79%-18.2pp | 345.46%-319.8pp |
| Employer contribution / active EE | $1,351 | $4,947-72.7% | $3,866-65.1% | $4,764-71.6% |
| Participant deferral / active EE | $1,788 | $5,869-69.5% | $4,937-63.8% | $5,851-69.4% |
| Admin fee / account holder | $1,048 | $13,437-92.2% | $9,704-89.2% | $11,601-91.0% |