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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 | $43,433 | $160,040-72.9% | $147,096-70.5% | $145,877-70.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.23% | 98.49%-88.3pp | 419.75%-409.5pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,948 | $5,289-63.2% | $4,936-60.5% | $4,663-58.2% |
| Participant deferral / active EE | $5,933 | $8,429-29.6% | $8,071-26.5% | $6,691-11.3% |
| Admin fee / account holder | $650 | $15,050-95.7% | $13,005-95.0% | $13,402-95.1% |