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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 | $77,405 | $134,817-42.6% | $123,973-37.6% | $155,188-50.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 15.00% | 515.49%-500.5pp | 388.13%-373.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,705 | $4,425-61.5% | $4,126-58.7% | $4,248-59.9% |
| Participant deferral / active EE | $2,047 | $5,706-64.1% | $5,247-61.0% | $6,531-68.7% |
| Admin fee / account holder | $1,302 | $13,245-90.2% | $11,799-89.0% | $14,480-91.0% |