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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 | $70,418 | $183,539-61.6% | $155,556-54.7% | $145,897-51.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.62% | 61.31%-46.7pp | 64.84%-50.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,942 | $5,315-63.5% | $4,675-58.5% | $4,663-58.3% |
| Participant deferral / active EE | $8,608 | $6,467+33.1% | $5,631+52.9% | $6,689+28.7% |
| Admin fee / account holder | $1,188 | $19,275-93.8% | $15,885-92.5% | $13,390-91.1% |