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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 | $71,140 | $183,516-61.2% | $155,534-54.3% | $145,884-51.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.35% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,283 | $5,315-57.0% | $4,675-51.2% | $4,662-51.0% |
| Participant deferral / active EE | $6,616 | $6,467+2.3% | $5,630+17.5% | $6,690-1.1% |
| Admin fee / account holder | $1,104 | $19,293-94.3% | $15,900-93.1% | $13,392-91.8% |