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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 | $27,552 | $157,296-82.5% | $141,191-80.5% | $152,897-82.0% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 38.60% | 64.34%-25.7pp | 71.41%-32.8pp | 345.43%-306.8pp |
| Employer contribution / active EE | $4,041 | $5,262-23.2% | $4,736-14.7% | $4,764-15.2% |
| Participant deferral / active EE | $7,434 | $7,111+4.5% | $6,710+10.8% | $5,851+27.0% |
| Admin fee / account holder | $2,119 | $12,125-82.5% | $10,264-79.4% | $11,599-81.7% |