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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 | $41,947 | $157,276-73.3% | $141,177-70.3% | $152,885-72.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 22.59% | 64.33%-41.7pp | 71.40%-48.8pp | 345.39%-322.8pp |
| Employer contribution / active EE | $4,265 | $5,262-18.9% | $4,736-9.9% | $4,763-10.5% |
| Participant deferral / active EE | $6,138 | $7,110-13.7% | $6,710-8.5% | $5,851+4.9% |
| Admin fee / account holder | $8,295 | $12,123-31.6% | $10,263-19.2% | $11,598-28.5% |