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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 | $88,922 | $129,737-31.5% | $119,126-25.4% | $154,746-42.5% |
| Participation rate | 76.9% | 78.9%-1.9pp | 75.8%+1.2pp | 80.7%-3.8pp |
| Annual return | 14.88% | 379.08%-364.2pp | 282.11%-267.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $18,677 | $4,375+326.9% | $4,034+363.0% | $4,379+326.5% |
| Participant deferral / active EE | $7,603 | $5,842+30.1% | $5,318+43.0% | $6,730+13.0% |
| Admin fee / account holder | $2,934 | $11,961-75.5% | $10,693-72.6% | $14,365-79.6% |