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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 | $31,585 | $100,139-68.5% | $85,187-62.9% | $145,884-78.3% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 15.97% | 84.15%-68.2pp | 66.67%-50.7pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,251 | $3,238+0.4% | $2,732+19.0% | $4,662-30.3% |
| Participant deferral / active EE | $6,271 | $5,296+18.4% | $4,525+38.6% | $6,690-6.3% |
| Admin fee / account holder | $1,094 | $7,262-84.9% | $6,162-82.2% | $13,392-91.8% |