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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 | $68,530 | $148,582-53.9% | $135,942-49.6% | $139,456-50.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.35% | 79.26%-63.9pp | 68.28%-52.9pp | 373.45%-358.1pp |
| Employer contribution / active EE | $2,880 | $5,245-45.1% | $4,858-40.7% | $4,753-39.4% |
| Participant deferral / active EE | $5,605 | $8,101-30.8% | $7,759-27.8% | $6,711-16.5% |
| Admin fee / account holder | $519 | $12,402-95.8% | $10,764-95.2% | $11,407-95.4% |