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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 | $160,040-75.8% | $147,096-73.7% | $145,877-73.5% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 12.90% | 98.49%-85.6pp | 419.75%-406.8pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,699 | $5,289-67.9% | $4,936-65.6% | $4,663-63.6% |
| Participant deferral / active EE | $11,778 | $8,429+39.7% | $8,071+45.9% | $6,691+76.0% |
| Admin fee / account holder | $27,884 | $15,050+85.3% | $13,005+114.4% | $13,402+108.1% |