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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 | $36,081 | $148,582-75.7% | $135,942-73.5% | $139,456-74.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.69% | 79.26%-61.6pp | 68.28%-50.6pp | 373.45%-355.8pp |
| Employer contribution / active EE | $3,714 | $5,245-29.2% | $4,858-23.6% | $4,753-21.9% |
| Participant deferral / active EE | $6,077 | $8,101-25.0% | $7,759-21.7% | $6,711-9.5% |
| Admin fee / account holder | $1,860 | $12,402-85.0% | $10,764-82.7% | $11,407-83.7% |