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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 | $70,870 | $160,028-55.7% | $147,080-51.8% | $145,884-51.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 19.33% | 98.60%-79.3pp | 420.17%-400.8pp | 551.85%-532.5pp |
| Employer contribution / active EE | $3,765 | $5,286-28.8% | $4,933-23.7% | $4,662-19.2% |
| Participant deferral / active EE | $10,607 | $8,422+25.9% | $8,066+31.5% | $6,690+58.6% |
| Admin fee / account holder | $1,588 | $15,030-89.4% | $12,989-87.8% | $13,392-88.1% |