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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 | $72,870 | $134,817-45.9% | $123,973-41.2% | $155,188-53.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 13.95% | 515.49%-501.5pp | 388.13%-374.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $2,748 | $4,425-37.9% | $4,126-33.4% | $4,248-35.3% |
| Participant deferral / active EE | $3,881 | $5,706-32.0% | $5,247-26.0% | $6,531-40.6% |
| Admin fee / account holder | $4,292 | $13,245-67.6% | $11,799-63.6% | $14,480-70.4% |