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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 | $160,040-79.7% | $147,096-77.9% | $145,877-77.7% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 19.53% | 98.49%-79.0pp | 419.75%-400.2pp | 551.28%-531.8pp |
| Employer contribution / active EE | $2,425 | $5,289-54.2% | $4,936-50.9% | $4,663-48.0% |
| Participant deferral / active EE | $3,304 | $8,429-60.8% | $8,071-59.1% | $6,691-50.6% |
| Admin fee / account holder | $2,620 | $15,050-82.6% | $13,005-79.9% | $13,402-80.4% |