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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 | $25,524 | $183,592-86.1% | $155,567-83.6% | $145,959-82.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.08% | 61.24%-52.2pp | 64.74%-55.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $3,262 | $5,315-38.6% | $4,674-30.2% | $4,661-30.0% |
| Participant deferral / active EE | $4,082 | $6,464-36.8% | $5,628-27.5% | $6,689-39.0% |
| Admin fee / account holder | $1,220 | $19,318-93.7% | $15,916-92.3% | $13,398-90.9% |