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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 | $148,582-49.4% | $135,942-44.7% | $139,456-46.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.41% | 79.26%-59.8pp | 68.28%-48.9pp | 373.45%-354.0pp |
| Employer contribution / active EE | $6,632 | $5,245+26.5% | $4,858+36.5% | $4,753+39.5% |
| Participant deferral / active EE | $6,955 | $8,101-14.2% | $7,759-10.4% | $6,711+3.6% |
| Admin fee / account holder | $800 | $12,402-93.5% | $10,764-92.6% | $11,407-93.0% |