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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 | $31,427 | $81,208-61.3% | $98,920-68.2% | $79,856-60.6% |
| Participation rate | 76.1% | 72.5%+3.6pp | 76.0%+0.1pp | 69.6%+6.4pp |
| Annual return | 14.03% | 60.99%-47.0pp | 196.47%-182.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,098 | $1,960+7.1% | $2,689-22.0% | $2,471-15.1% |
| Participant deferral / active EE | $4,321 | $3,265+32.4% | $4,245+1.8% | $3,741+15.5% |
| Admin fee / account holder | $5,154 | $6,013-14.3% | $6,643-22.4% | $5,306-2.9% |