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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 | $62,253 | $175,231-64.5% | $149,696-58.4% | $139,466-55.4% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 13.40% | 166.77%-153.4pp | 134.46%-121.1pp | 373.66%-360.3pp |
| Employer contribution / active EE | $6,378 | $5,478+16.4% | $4,821+32.3% | $4,754+34.2% |
| Participant deferral / active EE | $3,577 | $6,521-45.2% | $5,682-37.0% | $6,712-46.7% |
| Admin fee / account holder | $2,205 | $16,155-86.4% | $13,212-83.3% | $11,409-80.7% |