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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 | $30,692 | $154,193-80.1% | $130,045-76.4% | $139,466-78.0% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 21.30% | 32.51%-11.2pp | -137.30%+158.6pp | 373.66%-352.4pp |
| Employer contribution / active EE | $3,437 | $5,292-35.0% | $4,321-20.5% | $4,754-27.7% |
| Participant deferral / active EE | $4,029 | $6,709-39.9% | $5,820-30.8% | $6,712-40.0% |
| Admin fee / account holder | $668 | $13,989-95.2% | $10,600-93.7% | $11,409-94.1% |