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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 | $148,623-86.8% | $135,974-85.6% | $139,466-85.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 41.50% | 79.30%-37.8pp | 68.30%-26.8pp | 373.66%-332.2pp |
| Employer contribution / active EE | $4,015 | $5,246-23.5% | $4,859-17.4% | $4,754-15.5% |
| Participant deferral / active EE | $7,768 | $8,103-4.1% | $7,760+0.1% | $6,712+15.7% |
| Admin fee / account holder | $1,595 | $12,406-87.1% | $10,767-85.2% | $11,409-86.0% |