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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 | $68,541 | $175,231-60.9% | $149,696-54.2% | $139,466-50.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.67% | 166.77%-148.1pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $3,422 | $5,478-37.5% | $4,821-29.0% | $4,754-28.0% |
| Participant deferral / active EE | $9,295 | $6,521+42.5% | $5,682+63.6% | $6,712+38.5% |
| Admin fee / account holder | $1,505 | $16,155-90.7% | $13,212-88.6% | $11,409-86.8% |