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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 | $75,649 | $160,040-52.7% | $147,096-48.6% | $145,877-48.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.80% | 98.49%-85.7pp | 419.75%-406.9pp | 551.28%-538.5pp |
| Employer contribution / active EE | $3,433 | $5,289-35.1% | $4,936-30.5% | $4,663-26.4% |
| Participant deferral / active EE | $8,384 | $8,429-0.5% | $8,071+3.9% | $6,691+25.3% |
| Admin fee / account holder | $651 | $15,050-95.7% | $13,005-95.0% | $13,402-95.1% |