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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 | $88,561 | $183,539-51.7% | $155,556-43.1% | $145,897-39.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 9.50% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,323 | $5,315-56.3% | $4,675-50.3% | $4,663-50.2% |
| Participant deferral / active EE | $6,544 | $6,467+1.2% | $5,631+16.2% | $6,689-2.2% |
| Admin fee / account holder | $3,758 | $19,275-80.5% | $15,885-76.3% | $13,390-71.9% |