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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 | $34,665 | $154,193-77.5% | $130,045-73.3% | $139,466-75.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 18.05% | 32.51%-14.5pp | -137.30%+155.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $4,149 | $5,292-21.6% | $4,321-4.0% | $4,754-12.7% |
| Participant deferral / active EE | $6,219 | $6,709-7.3% | $5,820+6.9% | $6,712-7.3% |
| Admin fee / account holder | $8,112 | $13,989-42.0% | $10,600-23.5% | $11,409-28.9% |