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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 | $63,843 | $109,904-41.9% | $97,167-34.3% | $145,959-56.3% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 17.05% | 243.43%-226.4pp | 75.27%-58.2pp | 561.95%-544.9pp |
| Employer contribution / active EE | $3,876 | $3,084+25.6% | $2,729+42.0% | $4,661-16.8% |
| Participant deferral / active EE | $7,267 | $4,676+55.4% | $4,264+70.4% | $6,689+8.6% |
| Admin fee / account holder | $362 | $6,216-94.2% | $5,650-93.6% | $13,398-97.3% |