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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 | $72,977 | $134,817-45.9% | $123,973-41.1% | $155,188-53.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 14.03% | 515.49%-501.5pp | 388.13%-374.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,584 | $4,425-64.2% | $4,126-61.6% | $4,248-62.7% |
| Participant deferral / active EE | $6,616 | $5,706+15.9% | $5,247+26.1% | $6,531+1.3% |
| Admin fee / account holder | $1,587 | $13,245-88.0% | $11,799-86.5% | $14,480-89.0% |