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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 | $36,600 | $100,139-63.5% | $85,187-57.0% | $145,884-74.9% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 80.07% | 84.15%-4.1pp | 66.67%+13.4pp | 551.85%-471.8pp |
| Employer contribution / active EE | $2,685 | $3,238-17.1% | $2,732-1.7% | $4,662-42.4% |
| Participant deferral / active EE | $10,096 | $5,296+90.6% | $4,525+123.1% | $6,690+50.9% |
| Admin fee / account holder | $2,799 | $7,262-61.5% | $6,162-54.6% | $13,392-79.1% |