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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 | $70,684 | $175,231-59.7% | $149,696-52.8% | $139,466-49.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.48% | 166.77%-153.3pp | 134.46%-121.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,783 | $5,478-67.4% | $4,821-63.0% | $4,754-62.5% |
| Participant deferral / active EE | $12,120 | $6,521+85.9% | $5,682+113.3% | $6,712+80.6% |
| Admin fee / account holder | $343 | $16,155-97.9% | $13,212-97.4% | $11,409-97.0% |