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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 | $70,497 | $148,629-52.6% | $135,982-48.2% | $139,487-49.5% |
| Participation rate | 84.2% | 83.9%+0.3pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 14.29% | 79.33%-65.0pp | 68.32%-54.0pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,976 | $5,247-62.3% | $4,859-59.3% | $4,755-58.4% |
| Participant deferral / active EE | $4,475 | $8,102-44.8% | $7,760-42.3% | $6,713-33.3% |
| Admin fee / account holder | $632 | $12,406-94.9% | $10,767-94.1% | $11,407-94.5% |