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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 | $32,543 | $160,028-79.7% | $147,080-77.9% | $145,884-77.7% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 19.53% | 98.60%-79.1pp | 420.17%-400.6pp | 551.85%-532.3pp |
| Employer contribution / active EE | $2,425 | $5,286-54.1% | $4,933-50.8% | $4,662-48.0% |
| Participant deferral / active EE | $3,304 | $8,422-60.8% | $8,066-59.0% | $6,690-50.6% |
| Admin fee / account holder | $2,620 | $15,030-82.6% | $12,989-79.8% | $13,392-80.4% |