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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 | $39,690 | $175,259-77.4% | $149,723-73.5% | $139,487-71.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 11.35% | 166.82%-155.5pp | 134.50%-123.1pp | 373.84%-362.5pp |
| Employer contribution / active EE | $13,009 | $5,478+137.5% | $4,821+169.8% | $4,755+173.6% |
| Participant deferral / active EE | $8,247 | $6,522+26.5% | $5,682+45.1% | $6,713+22.9% |
| Admin fee / account holder | $25,147 | $16,158+55.6% | $13,215+90.3% | $11,407+120.4% |