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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 | $36,114 | $166,020-78.2% | $164,866-78.1% | $145,959-75.3% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 18.89% | 100.08%-81.2pp | 69.97%-51.1pp | 561.95%-543.1pp |
| Employer contribution / active EE | $2,753 | $5,275-47.8% | $4,343-36.6% | $4,661-40.9% |
| Participant deferral / active EE | $6,229 | $6,961-10.5% | $6,033+3.2% | $6,689-6.9% |
| Admin fee / account holder | $1,030 | $16,644-93.8% | $12,689-91.9% | $13,398-92.3% |