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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 | $56,018 | $152,592-63.3% | $125,180-55.3% | $152,885-63.4% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.5%+2.2pp |
| Annual return | 20.79% | 54.84%-34.1pp | 43.79%-23.0pp | 345.39%-324.6pp |
| Employer contribution / active EE | $1,071 | $4,947-78.3% | $3,866-72.3% | $4,763-77.5% |
| Participant deferral / active EE | $4,429 | $5,868-24.5% | $4,937-10.3% | $5,851-24.3% |
| Admin fee / account holder | $5,611 | $13,435-58.2% | $9,703-42.2% | $11,598-51.6% |