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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 | $69,746 | $183,539-62.0% | $155,556-55.2% | $145,897-52.2% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 9.66% | 61.31%-51.6pp | 64.84%-55.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $3,296 | $5,315-38.0% | $4,675-29.5% | $4,663-29.3% |
| Participant deferral / active EE | $6,928 | $6,467+7.1% | $5,631+23.0% | $6,689+3.6% |
| Admin fee / account holder | $2,099 | $19,275-89.1% | $15,885-86.8% | $13,390-84.3% |