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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 | $39,520 | $81,664-51.6% | $70,476-43.9% | $158,966-75.1% |
| Participation rate | 76.9% | 77.7%-0.8pp | 75.1%+1.9pp | 82.0%-5.0pp |
| Annual return | 12.81% | 208.59%-195.8pp | 109.12%-96.3pp | 302.95%-290.1pp |
| Employer contribution / active EE | $3,046 | $3,219-5.4% | $2,738+11.3% | $4,762-36.0% |
| Participant deferral / active EE | $6,820 | $4,556+49.7% | $3,710+83.8% | $5,983+14.0% |
| Admin fee / account holder | $2,137 | $6,197-65.5% | $3,847-44.4% | $11,250-81.0% |