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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 | $79,172 | $183,516-56.9% | $155,534-49.1% | $145,884-45.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.01% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,649 | $5,315-50.2% | $4,675-43.3% | $4,662-43.2% |
| Participant deferral / active EE | $5,274 | $6,467-18.4% | $5,630-6.3% | $6,690-21.2% |
| Admin fee / account holder | $4,876 | $19,293-74.7% | $15,900-69.3% | $13,392-63.6% |