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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 | $37,412 | $95,915-61.0% | $79,580-53.0% | $134,532-72.2% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | 36.10% | -2.71%+38.8pp | 0.15%+35.9pp | 418.27%-382.2pp |
| Employer contribution / active EE | $5,133 | $3,129+64.1% | $2,413+112.7% | $4,741+8.3% |
| Participant deferral / active EE | $9,541 | $4,693+103.3% | $3,985+139.4% | $6,401+49.1% |
| Admin fee / account holder | $1,344 | $9,132-85.3% | $6,835-80.3% | $11,429-88.2% |