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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 | $160,028-75.8% | $147,080-73.7% | $145,884-73.5% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 12.90% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,699 | $5,286-67.9% | $4,933-65.6% | $4,662-63.6% |
| Participant deferral / active EE | $11,778 | $8,422+39.9% | $8,066+46.0% | $6,690+76.1% |
| Admin fee / account holder | $27,884 | $15,030+85.5% | $12,989+114.7% | $13,392+108.2% |