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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 | $57,727 | $129,737-55.5% | $119,126-51.5% | $154,746-62.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 13.59% | 379.08%-365.5pp | 282.11%-268.5pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,405 | $4,375-45.0% | $4,034-40.4% | $4,379-45.1% |
| Participant deferral / active EE | $2,999 | $5,842-48.7% | $5,318-43.6% | $6,730-55.4% |
| Admin fee / account holder | $1,524 | $11,961-87.3% | $10,693-85.8% | $14,365-89.4% |