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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 | $52,841 | $175,212-69.8% | $149,682-64.7% | $139,427-62.1% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 14.65% | 166.63%-152.0pp | 134.35%-119.7pp | 373.27%-358.6pp |
| Employer contribution / active EE | $3,176 | $5,475-42.0% | $4,818-34.1% | $4,752-33.2% |
| Participant deferral / active EE | $7,799 | $6,520+19.6% | $5,681+37.3% | $6,711+16.2% |
| Admin fee / account holder | $3,609 | $16,150-77.7% | $13,210-72.7% | $11,404-68.4% |