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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 | $26,511 | $148,623-82.2% | $135,974-80.5% | $139,466-81.0% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 131.65% | 79.30%+52.4pp | 68.30%+63.3pp | 373.66%-242.0pp |
| Employer contribution / active EE | $2,988 | $5,246-43.0% | $4,859-38.5% | $4,754-37.1% |
| Participant deferral / active EE | $5,177 | $8,103-36.1% | $7,760-33.3% | $6,712-22.9% |
| Admin fee / account holder | $6,490 | $12,406-47.7% | $10,767-39.7% | $11,409-43.1% |