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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 | $31,198 | $159,934-80.5% | $147,005-78.8% | $145,959-78.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 26.89% | 98.24%-71.4pp | 418.76%-391.9pp | 561.95%-535.1pp |
| Employer contribution / active EE | $2,070 | $5,287-60.8% | $4,934-58.0% | $4,661-55.6% |
| Participant deferral / active EE | $6,134 | $8,427-27.2% | $8,070-24.0% | $6,689-8.3% |
| Admin fee / account holder | $2,163 | $15,053-85.6% | $13,006-83.4% | $13,398-83.9% |