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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 | $19,628 | $148,582-86.8% | $135,942-85.6% | $139,456-85.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 41.50% | 79.26%-37.8pp | 68.28%-26.8pp | 373.45%-331.9pp |
| Employer contribution / active EE | $4,015 | $5,245-23.4% | $4,858-17.3% | $4,753-15.5% |
| Participant deferral / active EE | $7,768 | $8,101-4.1% | $7,759+0.1% | $6,711+15.7% |
| Admin fee / account holder | $1,595 | $12,402-87.1% | $10,764-85.2% | $11,407-86.0% |