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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 | $40,849 | $157,304-74.0% | $141,197-71.1% | $152,909-73.3% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 24.74% | 64.34%-39.6pp | 71.41%-46.7pp | 345.46%-320.7pp |
| Employer contribution / active EE | $1,385 | $5,263-73.7% | $4,736-70.8% | $4,764-70.9% |
| Participant deferral / active EE | $6,187 | $7,111-13.0% | $6,710-7.8% | $5,851+5.7% |
| Admin fee / account holder | $2,211 | $12,126-81.8% | $10,265-78.5% | $11,601-80.9% |