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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 | $31,170 | $225,673-86.2% | $203,872-84.7% | $155,188-79.9% |
| Participation rate | 90.9% | 80.3%+10.6pp | 77.8%+13.1pp | 80.8%+10.1pp |
| Annual return | 26.36% | 95.91%-69.5pp | 85.11%-58.7pp | 148.84%-122.5pp |
| Employer contribution / active EE | $2,050 | $4,099-50.0% | $3,757-45.4% | $4,248-51.7% |
| Participant deferral / active EE | $4,606 | $6,893-33.2% | $6,388-27.9% | $6,531-29.5% |
| Admin fee / account holder | $2,176 | $12,327-82.4% | $11,730-81.5% | $14,480-85.0% |