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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 | $41,823 | $148,582-71.9% | $135,942-69.2% | $139,456-70.0% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 17.04% | 79.26%-62.2pp | 68.28%-51.2pp | 373.45%-356.4pp |
| Employer contribution / active EE | $1,257 | $5,245-76.0% | $4,858-74.1% | $4,753-73.5% |
| Participant deferral / active EE | $3,487 | $8,101-57.0% | $7,759-55.1% | $6,711-48.0% |
| Admin fee / account holder | $4,217 | $12,402-66.0% | $10,764-60.8% | $11,407-63.0% |