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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 | $44,135 | $172,111-74.4% | $150,298-70.6% | $137,256-67.8% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 13.84% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $7,824 | $4,636+68.8% | $4,154+88.3% | $4,156+88.3% |
| Participant deferral / active EE | $5,056 | $6,166-18.0% | $5,453-7.3% | $6,407-21.1% |
| Admin fee / account holder | $8,352 | $16,471-49.3% | $14,116-40.8% | $12,270-31.9% |