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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 | $74,754 | $175,231-57.3% | $149,696-50.1% | $139,466-46.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.04% | 166.77%-147.7pp | 134.46%-115.4pp | 373.66%-354.6pp |
| Employer contribution / active EE | $2,920 | $5,478-46.7% | $4,821-39.4% | $4,754-38.6% |
| Participant deferral / active EE | $5,778 | $6,521-11.4% | $5,682+1.7% | $6,712-13.9% |
| Admin fee / account holder | $3,388 | $16,155-79.0% | $13,212-74.4% | $11,409-70.3% |