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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 | $85,534 | $171,492-50.1% | $150,734-43.3% | $198,609-56.9% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 16.61% | 804.70%-788.1pp | 600.81%-584.2pp | 202.70%-186.1pp |
| Employer contribution / active EE | $3,630 | $5,470-33.6% | $4,918-26.2% | $5,055-28.2% |
| Participant deferral / active EE | $9,196 | $6,259+46.9% | $5,610+63.9% | $6,977+31.8% |
| Admin fee / account holder | $4,729 | $17,628-73.2% | $14,905-68.3% | $19,030-75.2% |