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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 | $74,169 | $183,516-59.6% | $155,534-52.3% | $145,884-49.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.13% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,774 | $5,315-66.6% | $4,675-62.1% | $4,662-62.0% |
| Participant deferral / active EE | $6,382 | $6,467-1.3% | $5,630+13.4% | $6,690-4.6% |
| Admin fee / account holder | $1,148 | $19,293-94.1% | $15,900-92.8% | $13,392-91.4% |