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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 | $30,820 | $157,829-80.5% | $136,867-77.5% | $198,609-84.5% |
| Participation rate | 77.8% | 77.2%+0.6pp | 74.5%+3.2pp | 82.4%-4.6pp |
| Annual return | 11.19% | 51.25%-40.1pp | 42.97%-31.8pp | 202.70%-191.5pp |
| Employer contribution / active EE | $3,394 | $3,923-13.5% | $3,547-4.3% | $5,055-32.9% |
| Participant deferral / active EE | $3,785 | $5,463-30.7% | $4,924-23.1% | $6,977-45.7% |
| Admin fee / account holder | $1,737 | $11,107-84.4% | $10,340-83.2% | $19,030-90.9% |