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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 | $72,662 | $107,363-32.3% | $92,909-21.8% | $152,897-52.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 22.95% | 145.63%-122.7pp | 109.44%-86.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $3,701 | $4,222-12.3% | $3,653+1.3% | $4,764-22.3% |
| Participant deferral / active EE | $6,221 | $4,848+28.3% | $4,238+46.8% | $5,851+6.3% |
| Admin fee / account holder | $666 | $7,082-90.6% | $5,795-88.5% | $11,599-94.3% |