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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 | $76,893 | $160,028-52.0% | $147,080-47.7% | $145,884-47.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.79% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,316 | $5,286-75.1% | $4,933-73.3% | $4,662-71.8% |
| Participant deferral / active EE | $4,670 | $8,422-44.6% | $8,066-42.1% | $6,690-30.2% |
| Admin fee / account holder | $762 | $15,030-94.9% | $12,989-94.1% | $13,392-94.3% |