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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 | $38,606 | $226,135-82.9% | $182,558-78.9% | $152,909-74.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 32.33% | 192.60%-160.3pp | 148.59%-116.3pp | 345.46%-313.1pp |
| Employer contribution / active EE | $2,304 | $4,979-53.7% | $4,076-43.5% | $4,764-51.6% |
| Participant deferral / active EE | $14,838 | $6,371+132.9% | $5,526+168.5% | $5,851+153.6% |
| Admin fee / account holder | $441 | $10,707-95.9% | $8,594-94.9% | $11,601-96.2% |