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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 | $75,471 | $148,582-49.2% | $135,942-44.5% | $139,456-45.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 19.51% | 79.26%-59.7pp | 68.28%-48.8pp | 373.45%-353.9pp |
| Employer contribution / active EE | $3,928 | $5,245-25.1% | $4,858-19.1% | $4,753-17.4% |
| Participant deferral / active EE | $7,058 | $8,101-12.9% | $7,759-9.0% | $6,711+5.2% |
| Admin fee / account holder | $609 | $12,402-95.1% | $10,764-94.3% | $11,407-94.7% |