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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 | $37,695 | $134,817-72.0% | $123,973-69.6% | $155,188-75.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 20.85% | 515.49%-494.6pp | 388.13%-367.3pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,844 | $4,425-58.3% | $4,126-55.3% | $4,248-56.6% |
| Participant deferral / active EE | $2,543 | $5,706-55.4% | $5,247-51.5% | $6,531-61.1% |
| Admin fee / account holder | $1,524 | $13,245-88.5% | $11,799-87.1% | $14,480-89.5% |