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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 | $73,202 | $111,535-34.4% | $105,223-30.4% | $137,256-46.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 13.52% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,374 | $3,939-14.4% | $3,689-8.5% | $4,156-18.8% |
| Participant deferral / active EE | $7,404 | $5,500+34.6% | $5,072+46.0% | $6,407+15.6% |
| Admin fee / account holder | $456 | $9,721-95.3% | $8,859-94.9% | $12,270-96.3% |