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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 | $77,200 | $217,432-64.5% | $185,851-58.5% | $167,553-53.9% |
| Participation rate | 85.0% | 86.1%-1.1pp | 81.7%+3.3pp | 82.1%+2.9pp |
| Annual return | 22.82% | 148.43%-125.6pp | 122.11%-99.3pp | 478.89%-456.1pp |
| Employer contribution / active EE | $2,428 | $5,874-58.7% | $5,168-53.0% | $4,840-49.8% |
| Participant deferral / active EE | $8,093 | $6,357+27.3% | $5,569+45.3% | $6,343+27.6% |
| Admin fee / account holder | $7,894 | $19,820-60.2% | $16,245-51.4% | $12,316-35.9% |