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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 | $144,019 | $185,856-22.5% | $170,028-15.3% | $139,456+3.3% |
| Participation rate | 78.6% | 87.8%-9.2pp | 87.0%-8.4pp | 80.3%-1.8pp |
| Annual return | 16.59% | 60.52%-43.9pp | 53.39%-36.8pp | 373.45%-356.9pp |
| Employer contribution / active EE | $1,885 | $7,593-75.2% | $6,788-72.2% | $4,753-60.3% |
| Participant deferral / active EE | $8,469 | $11,623-27.1% | $10,409-18.6% | $6,711+26.2% |
| Admin fee / account holder | $811 | $15,387-94.7% | $12,820-93.7% | $11,407-92.9% |