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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 | $121,593 | $217,432-44.1% | $185,849-34.6% | $167,536-27.4% |
| Participation rate | 72.7% | 86.1%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 12.03% | 148.42%-136.4pp | 122.10%-110.1pp | 478.82%-466.8pp |
| Employer contribution / active EE | $1,862 | $5,875-68.3% | $5,169-64.0% | $4,839-61.5% |
| Participant deferral / active EE | $6,473 | $6,357+1.8% | $5,569+16.2% | $6,342+2.1% |
| Admin fee / account holder | $2,264 | $19,818-88.6% | $16,244-86.1% | $12,315-81.6% |