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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 | $39,151 | $180,466-78.3% | $154,114-74.6% | $135,382-71.1% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | 10.68% | 888.15%-877.5pp | 735.16%-724.5pp | 519.77%-509.1pp |
| Employer contribution / active EE | $4,629 | $6,035-23.3% | $5,298-12.6% | $4,779-3.1% |
| Participant deferral / active EE | $5,278 | $5,806-9.1% | $5,081+3.9% | $5,609-5.9% |
| Admin fee / account holder | $13,129 | $16,144-18.7% | $13,411-2.1% | $10,829+21.2% |