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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 | $77,033 | $175,259-56.0% | $149,723-48.5% | $139,487-44.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 15.94% | 166.82%-150.9pp | 134.50%-118.6pp | 373.84%-357.9pp |
| Employer contribution / active EE | $2,081 | $5,478-62.0% | $4,821-56.8% | $4,755-56.2% |
| Participant deferral / active EE | $5,468 | $6,522-16.2% | $5,682-3.8% | $6,713-18.5% |
| Admin fee / account holder | $1,120 | $16,158-93.1% | $13,215-91.5% | $11,407-90.2% |