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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 | $40,235 | $160,040-74.9% | $147,096-72.6% | $145,877-72.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 15.19% | 98.49%-83.3pp | 419.75%-404.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $4,072 | $5,289-23.0% | $4,936-17.5% | $4,663-12.7% |
| Participant deferral / active EE | $10,925 | $8,429+29.6% | $8,071+35.4% | $6,691+63.3% |
| Admin fee / account holder | $5,113 | $15,050-66.0% | $13,005-60.7% | $13,402-61.9% |