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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 | $73,718 | $227,566-67.6% | $189,558-61.1% | $167,518-56.0% |
| Participation rate | 82.4% | 82.5%-0.1pp | 78.5%+3.9pp | 82.1%+0.2pp |
| Annual return | 15.57% | 78.43%-62.9pp | 64.19%-48.6pp | 478.71%-463.1pp |
| Employer contribution / active EE | $2,025 | $5,316-61.9% | $4,412-54.1% | $4,838-58.1% |
| Participant deferral / active EE | $3,374 | $7,002-51.8% | $6,174-45.4% | $6,342-46.8% |
| Admin fee / account holder | $862 | $11,881-92.7% | $9,809-91.2% | $12,312-93.0% |