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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 | $75,974 | $152,612-50.2% | $125,192-39.3% | $152,897-50.3% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.5%-0.6pp |
| Annual return | 22.62% | 54.85%-32.2pp | 43.79%-21.2pp | 345.43%-322.8pp |
| Employer contribution / active EE | $3,478 | $4,947-29.7% | $3,866-10.0% | $4,764-27.0% |
| Participant deferral / active EE | $9,647 | $5,868+64.4% | $4,937+95.4% | $5,851+64.9% |
| Admin fee / account holder | $1,397 | $13,437-89.6% | $9,704-85.6% | $11,599-88.0% |