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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 | $64,685 | $144,130-55.1% | $117,861-45.1% | $147,586-56.2% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 16.34% | 531.20%-514.9pp | 335.11%-318.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $3,523 | $4,897-28.1% | $3,786-7.0% | $4,876-27.8% |
| Participant deferral / active EE | $5,730 | $5,316+7.8% | $4,482+27.8% | $5,439+5.4% |
| Admin fee / account holder | $327 | $10,887-97.0% | $8,021-95.9% | $10,886-97.0% |