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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 | $75,222 | $148,623-49.4% | $135,974-44.7% | $139,466-46.1% |
| Participation rate | 84.2% | 83.9%+0.3pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 17.48% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,069 | $5,246-79.6% | $4,859-78.0% | $4,754-77.5% |
| Participant deferral / active EE | $4,376 | $8,103-46.0% | $7,760-43.6% | $6,712-34.8% |
| Admin fee / account holder | $2,328 | $12,406-81.2% | $10,767-78.4% | $11,409-79.6% |