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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 | $160,028-72.9% | $147,080-70.5% | $145,884-70.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.23% | 98.60%-88.4pp | 420.17%-409.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,948 | $5,286-63.2% | $4,933-60.5% | $4,662-58.2% |
| Participant deferral / active EE | $5,933 | $8,422-29.6% | $8,066-26.5% | $6,690-11.3% |
| Admin fee / account holder | $650 | $15,030-95.7% | $12,989-95.0% | $13,392-95.1% |