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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 | $69,705 | $165,361-57.8% | $149,715-53.4% | $158,950-56.1% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 20.61% | 348.24%-327.6pp | 276.66%-256.1pp | 302.91%-282.3pp |
| Employer contribution / active EE | $2,637 | $5,103-48.3% | $4,645-43.2% | $4,762-44.6% |
| Participant deferral / active EE | $6,615 | $7,182-7.9% | $6,842-3.3% | $5,983+10.6% |
| Admin fee / account holder | $887 | $10,808-91.8% | $9,310-90.5% | $11,248-92.1% |