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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 | $75,117 | $148,623-49.5% | $135,974-44.8% | $139,466-46.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.41% | 79.30%-59.9pp | 68.30%-48.9pp | 373.66%-354.3pp |
| Employer contribution / active EE | $6,632 | $5,246+26.4% | $4,859+36.5% | $4,754+39.5% |
| Participant deferral / active EE | $6,955 | $8,103-14.2% | $7,760-10.4% | $6,712+3.6% |
| Admin fee / account holder | $800 | $12,406-93.5% | $10,767-92.6% | $11,409-93.0% |