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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 | $28,395 | $148,582-80.9% | $135,942-79.1% | $139,456-79.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 14.77% | 79.26%-64.5pp | 68.28%-53.5pp | 373.45%-358.7pp |
| Employer contribution / active EE | $2,058 | $5,245-60.8% | $4,858-57.6% | $4,753-56.7% |
| Participant deferral / active EE | $5,927 | $8,101-26.8% | $7,759-23.6% | $6,711-11.7% |
| Admin fee / account holder | $13,191 | $12,402+6.4% | $10,764+22.5% | $11,407+15.6% |