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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 | $76,087 | $175,231-56.6% | $149,696-49.2% | $139,466-45.4% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 20.12% | 166.77%-146.6pp | 134.46%-114.3pp | 373.66%-353.5pp |
| Employer contribution / active EE | $4,381 | $5,478-20.0% | $4,821-9.1% | $4,754-7.8% |
| Participant deferral / active EE | $9,929 | $6,521+52.2% | $5,682+74.7% | $6,712+47.9% |
| Admin fee / account holder | $1,074 | $16,155-93.4% | $13,212-91.9% | $11,409-90.6% |