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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 | $31,827 | $225,673-85.9% | $203,872-84.4% | $155,188-79.5% |
| Participation rate | 80.0% | 80.3%-0.3pp | 77.8%+2.2pp | 80.8%-0.8pp |
| Annual return | 12.69% | 95.91%-83.2pp | 85.11%-72.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,413 | $4,099-65.5% | $3,757-62.4% | $4,248-66.7% |
| Participant deferral / active EE | $2,658 | $6,893-61.4% | $6,388-58.4% | $6,531-59.3% |
| Admin fee / account holder | $6,762 | $12,327-45.1% | $11,730-42.4% | $14,480-53.3% |