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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 | $166,020-76.3% | $164,866-76.2% | $145,959-73.1% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 11.58% | 100.08%-88.5pp | 69.97%-58.4pp | 561.95%-550.4pp |
| Employer contribution / active EE | $2,882 | $5,275-45.4% | $4,343-33.6% | $4,661-38.2% |
| Participant deferral / active EE | $8,181 | $6,961+17.5% | $6,033+35.6% | $6,689+22.3% |
| Admin fee / account holder | $924 | $16,644-94.4% | $12,689-92.7% | $13,398-93.1% |