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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 | $59,198 | $183,539-67.7% | $155,556-61.9% | $145,897-59.4% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 9.71% | 61.31%-51.6pp | 64.84%-55.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $3,136 | $5,315-41.0% | $4,675-32.9% | $4,663-32.7% |
| Participant deferral / active EE | $3,068 | $6,467-52.6% | $5,631-45.5% | $6,689-54.1% |
| Admin fee / account holder | $1,262 | $19,275-93.5% | $15,885-92.1% | $13,390-90.6% |