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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 | $63,476 | $175,231-63.8% | $149,696-57.6% | $139,466-54.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.71% | 166.77%-148.1pp | 134.46%-115.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $2,282 | $5,478-58.3% | $4,821-52.7% | $4,754-52.0% |
| Participant deferral / active EE | $3,952 | $6,521-39.4% | $5,682-30.5% | $6,712-41.1% |
| Admin fee / account holder | $1,315 | $16,155-91.9% | $13,212-90.0% | $11,409-88.5% |