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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 | $39,399 | $157,276-74.9% | $141,177-72.1% | $152,885-74.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 33.73% | 64.33%-30.6pp | 71.40%-37.7pp | 345.39%-311.7pp |
| Employer contribution / active EE | $3,206 | $5,262-39.1% | $4,736-32.3% | $4,763-32.7% |
| Participant deferral / active EE | $5,443 | $7,110-23.5% | $6,710-18.9% | $5,851-7.0% |
| Admin fee / account holder | $945 | $12,123-92.2% | $10,263-90.8% | $11,598-91.8% |