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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 | $35,136 | $209,422-83.2% | $178,503-80.3% | $158,982-77.9% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 6.56% | 188.81%-182.2pp | 151.12%-144.6pp | 302.99%-296.4pp |
| Employer contribution / active EE | $2,782 | $5,707-51.3% | $5,011-44.5% | $4,763-41.6% |
| Participant deferral / active EE | $3,520 | $5,955-40.9% | $5,202-32.3% | $5,983-41.2% |
| Admin fee / account holder | $1,070 | $17,079-93.7% | $13,987-92.4% | $11,252-90.5% |