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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 | $33,749 | $166,242-79.7% | $165,071-79.6% | $145,884-76.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 15.31% | 100.44%-85.1pp | 70.17%-54.9pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,788 | $5,283-66.2% | $4,347-58.9% | $4,662-61.7% |
| Participant deferral / active EE | $2,655 | $6,964-61.9% | $6,035-56.0% | $6,690-60.3% |
| Admin fee / account holder | $7,561 | $16,658-54.6% | $12,695-40.4% | $13,392-43.5% |