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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 | $75,486 | $107,363-29.7% | $92,909-18.8% | $152,897-50.6% |
| Participation rate | 79.2% | 79.8%-0.6pp | 76.0%+3.2pp | 82.5%-3.3pp |
| Annual return | 22.57% | 145.63%-123.1pp | 109.44%-86.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,344 | $4,222-68.2% | $3,653-63.2% | $4,764-71.8% |
| Participant deferral / active EE | $4,957 | $4,848+2.3% | $4,238+17.0% | $5,851-15.3% |
| Admin fee / account holder | $1,564 | $7,082-77.9% | $5,795-73.0% | $11,599-86.5% |