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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 | $38,707 | $138,075-72.0% | $123,552-68.7% | $135,379-71.4% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | 10.68% | 153.70%-143.0pp | 119.20%-108.5pp | 519.79%-509.1pp |
| Employer contribution / active EE | $1,957 | $5,152-62.0% | $4,628-57.7% | $4,779-59.1% |
| Participant deferral / active EE | $4,912 | $6,800-27.8% | $6,426-23.6% | $5,609-12.4% |
| Admin fee / account holder | $9,176 | $10,917-15.9% | $9,285-1.2% | $10,828-15.3% |