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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 | $71,566 | $217,432-67.1% | $185,851-61.5% | $167,553-57.3% |
| Participation rate | 86.7% | 86.1%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 9.26% | 148.43%-139.2pp | 122.11%-112.8pp | 478.89%-469.6pp |
| Employer contribution / active EE | $1,290 | $5,874-78.0% | $5,168-75.0% | $4,840-73.3% |
| Participant deferral / active EE | $6,517 | $6,357+2.5% | $5,569+17.0% | $6,343+2.7% |
| Admin fee / account holder | $2,691 | $19,820-86.4% | $16,245-83.4% | $12,316-78.2% |