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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 | $129,737-43.8% | $119,126-38.7% | $154,746-52.8% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 14.03% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,584 | $4,375-63.8% | $4,034-60.7% | $4,379-63.8% |
| Participant deferral / active EE | $6,616 | $5,842+13.2% | $5,318+24.4% | $6,730-1.7% |
| Admin fee / account holder | $1,587 | $11,961-86.7% | $10,693-85.2% | $14,365-89.0% |