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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 | $76,298 | $134,817-43.4% | $123,973-38.5% | $155,188-50.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 20.13% | 515.49%-495.4pp | 388.13%-368.0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $3,447 | $4,425-22.1% | $4,126-16.4% | $4,248-18.8% |
| Participant deferral / active EE | $12,768 | $5,706+123.8% | $5,247+143.3% | $6,531+95.5% |
| Admin fee / account holder | $1,700 | $13,245-87.2% | $11,799-85.6% | $14,480-88.3% |