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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 | $77,968 | $107,934-27.8% | $91,989-15.2% | $152,870-49.0% |
| Participation rate | 73.9% | 81.2%-7.3pp | 78.6%-4.7pp | 82.4%-8.5pp |
| Annual return | 23.90% | 89.25%-65.4pp | 69.02%-45.1pp | 345.34%-321.4pp |
| Employer contribution / active EE | $3,047 | $4,210-27.6% | $3,452-11.7% | $4,763-36.0% |
| Participant deferral / active EE | $5,408 | $6,364-15.0% | $5,923-8.7% | $5,850-7.6% |
| Admin fee / account holder | $348 | $10,520-96.7% | $7,743-95.5% | $11,597-97.0% |