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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 | $57,721 | $81,208-28.9% | $98,920-41.6% | $79,852-27.7% |
| Participation rate | 71.8% | 72.5%-0.7pp | 76.0%-4.2pp | 69.6%+2.2pp |
| Annual return | 17.57% | 60.99%-43.4pp | 196.47%-178.9pp | 31.72%-14.1pp |
| Employer contribution / active EE | $1,684 | $1,960-14.1% | $2,689-37.4% | $2,471-31.8% |
| Participant deferral / active EE | $4,278 | $3,265+31.0% | $4,245+0.8% | $3,740+14.4% |
| Admin fee / account holder | $820 | $6,013-86.4% | $6,643-87.7% | $5,306-84.5% |