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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 | $80,040 | $176,120-54.6% | $159,487-49.8% | $167,553-52.2% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 16.38% | 331.95%-315.6pp | 263.71%-247.3pp | 478.89%-462.5pp |
| Employer contribution / active EE | $3,771 | $5,299-28.8% | $4,831-21.9% | $4,840-22.1% |
| Participant deferral / active EE | $7,361 | $7,752-5.0% | $7,354+0.1% | $6,343+16.1% |
| Admin fee / account holder | $815 | $12,561-93.5% | $10,804-92.5% | $12,316-93.4% |