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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 | $76,786 | $148,623-48.3% | $135,974-43.5% | $139,466-44.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.25% | 79.30%-63.0pp | 68.30%-52.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $3,904 | $5,246-25.6% | $4,859-19.7% | $4,754-17.9% |
| Participant deferral / active EE | $8,400 | $8,103+3.7% | $7,760+8.2% | $6,712+25.2% |
| Admin fee / account holder | $502 | $12,406-96.0% | $10,767-95.3% | $11,409-95.6% |