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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 | $34,266 | $227,633-84.9% | $189,597-81.9% | $167,553-79.5% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 7.92% | 78.45%-70.5pp | 64.20%-56.3pp | 478.89%-471.0pp |
| Employer contribution / active EE | $861 | $5,317-83.8% | $4,412-80.5% | $4,840-82.2% |
| Participant deferral / active EE | $2,830 | $7,003-59.6% | $6,174-54.2% | $6,343-55.4% |
| Admin fee / account holder | $9,698 | $11,879-18.4% | $9,807-1.1% | $12,316-21.3% |