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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 | $79,987 | $175,259-54.4% | $149,723-46.6% | $139,487-42.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.39% | 166.82%-152.4pp | 134.50%-120.1pp | 373.84%-359.5pp |
| Employer contribution / active EE | $2,355 | $5,478-57.0% | $4,821-51.2% | $4,755-50.5% |
| Participant deferral / active EE | $6,617 | $6,522+1.5% | $5,682+16.4% | $6,713-1.4% |
| Admin fee / account holder | $3,511 | $16,158-78.3% | $13,215-73.4% | $11,407-69.2% |