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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 | $79,797 | $154,228-48.3% | $145,433-45.1% | $137,256-41.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 276.16% | 74.59%+201.6pp | 66.58%+209.6pp | 220.34%+55.8pp |
| Employer contribution / active EE | $1,523 | $4,804-68.3% | $4,554-66.6% | $4,156-63.4% |
| Participant deferral / active EE | $3,210 | $8,216-60.9% | $7,897-59.4% | $6,407-49.9% |
| Admin fee / account holder | $638 | $14,344-95.6% | $13,129-95.1% | $12,270-94.8% |