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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 | $166,131-78.3% | $164,975-78.1% | $145,877-75.2% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 18.89% | 100.37%-81.5pp | 70.12%-51.2pp | 551.28%-532.4pp |
| Employer contribution / active EE | $2,753 | $5,276-47.8% | $4,343-36.6% | $4,663-41.0% |
| Participant deferral / active EE | $6,229 | $6,962-10.5% | $6,033+3.2% | $6,691-6.9% |
| Admin fee / account holder | $1,030 | $16,648-93.8% | $12,688-91.9% | $13,402-92.3% |