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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 | $39,318 | $166,268-76.4% | $165,100-76.2% | $145,897-73.1% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 11.58% | 100.52%-88.9pp | 70.21%-58.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,882 | $5,284-45.4% | $4,348-33.7% | $4,663-38.2% |
| Participant deferral / active EE | $8,181 | $6,964+17.5% | $6,035+35.5% | $6,689+22.3% |
| Admin fee / account holder | $924 | $16,659-94.5% | $12,696-92.7% | $13,390-93.1% |