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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 | $77,561 | $209,425-63.0% | $178,499-56.5% | $158,966-51.2% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 19.46% | 188.80%-169.3pp | 151.10%-131.6pp | 302.95%-283.5pp |
| Employer contribution / active EE | $3,026 | $5,707-47.0% | $5,011-39.6% | $4,762-36.5% |
| Participant deferral / active EE | $7,112 | $5,955+19.4% | $5,202+36.7% | $5,983+18.9% |
| Admin fee / account holder | $750 | $17,078-95.6% | $13,986-94.6% | $11,250-93.3% |