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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 | $76,644 | $134,817-43.1% | $123,973-38.2% | $155,188-50.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 15.99% | 515.49%-499.5pp | 388.13%-372.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,578 | $4,425-64.3% | $4,126-61.8% | $4,248-62.9% |
| Participant deferral / active EE | $4,419 | $5,706-22.6% | $5,247-15.8% | $6,531-32.3% |
| Admin fee / account holder | $2,087 | $13,245-84.2% | $11,799-82.3% | $14,480-85.6% |