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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 | $81,799 | $148,629-45.0% | $135,982-39.8% | $139,487-41.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.96% | 79.33%-63.4pp | 68.32%-52.4pp | 373.84%-357.9pp |
| Employer contribution / active EE | $3,228 | $5,247-38.5% | $4,859-33.6% | $4,755-32.1% |
| Participant deferral / active EE | $7,123 | $8,102-12.1% | $7,760-8.2% | $6,713+6.1% |
| Admin fee / account holder | $24,127 | $12,406+94.5% | $10,767+124.1% | $11,407+111.5% |