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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 | $78,365 | $175,259-55.3% | $149,723-47.7% | $139,487-43.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 21.67% | 166.82%-145.2pp | 134.50%-112.8pp | 373.84%-352.2pp |
| Employer contribution / active EE | $1,819 | $5,478-66.8% | $4,821-62.3% | $4,755-61.7% |
| Participant deferral / active EE | $6,464 | $6,522-0.9% | $5,682+13.8% | $6,713-3.7% |
| Admin fee / account holder | $541 | $16,158-96.6% | $13,215-95.9% | $11,407-95.3% |