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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 | $38,673 | $160,070-75.8% | $147,117-73.7% | $145,897-73.5% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 12.90% | 98.69%-85.8pp | 420.54%-407.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,699 | $5,285-67.9% | $4,932-65.6% | $4,663-63.6% |
| Participant deferral / active EE | $11,778 | $8,419+39.9% | $8,065+46.0% | $6,689+76.1% |
| Admin fee / account holder | $27,884 | $15,035+85.5% | $12,993+114.6% | $13,390+108.2% |