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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 | $62,135 | $108,942-43.0% | $100,415-38.1% | $145,897-57.4% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 14.71% | 58.27%-43.6pp | 49.47%-34.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,606 | $4,422-18.4% | $3,943-8.5% | $4,663-22.7% |
| Participant deferral / active EE | $8,658 | $8,461+2.3% | $8,091+7.0% | $6,689+29.4% |
| Admin fee / account holder | $5,294 | $9,702-45.4% | $7,906-33.0% | $13,390-60.5% |