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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 | $34,943 | $157,304-77.8% | $141,197-75.3% | $152,909-77.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 21.56% | 64.34%-42.8pp | 71.41%-49.8pp | 345.46%-323.9pp |
| Employer contribution / active EE | $2,442 | $5,263-53.6% | $4,736-48.4% | $4,764-48.7% |
| Participant deferral / active EE | $2,794 | $7,111-60.7% | $6,710-58.4% | $5,851-52.2% |
| Admin fee / account holder | $1,057 | $12,126-91.3% | $10,265-89.7% | $11,601-90.9% |