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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 | $66,346 | $176,120-62.3% | $159,487-58.4% | $167,553-60.4% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 12.91% | 331.95%-319.0pp | 263.71%-250.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $3,444 | $5,299-35.0% | $4,831-28.7% | $4,840-28.8% |
| Participant deferral / active EE | $10,515 | $7,752+35.6% | $7,354+43.0% | $6,343+65.8% |
| Admin fee / account holder | $28,693 | $12,561+128.4% | $10,804+165.6% | $12,316+133.0% |