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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 | $36,501 | $107,368-66.0% | $92,915-60.7% | $152,909-76.1% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.5%-6.3pp |
| Annual return | 26.16% | 145.64%-119.5pp | 109.45%-83.3pp | 345.46%-319.3pp |
| Employer contribution / active EE | $2,630 | $4,222-37.7% | $3,653-28.0% | $4,764-44.8% |
| Participant deferral / active EE | $9,307 | $4,848+92.0% | $4,238+119.6% | $5,851+59.1% |
| Admin fee / account holder | $1,155 | $7,082-83.7% | $5,796-80.1% | $11,601-90.0% |