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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 | $76,420 | $185,883-58.9% | $170,043-55.1% | $139,466-45.2% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 30.83% | 60.54%-29.7pp | 53.40%-22.6pp | 373.66%-342.8pp |
| Employer contribution / active EE | $3,819 | $7,596-49.7% | $6,790-43.8% | $4,754-19.7% |
| Participant deferral / active EE | $10,672 | $11,626-8.2% | $10,410+2.5% | $6,712+59.0% |
| Admin fee / account holder | $1,081 | $15,393-93.0% | $12,824-91.6% | $11,409-90.5% |