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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 | $38,672 | $160,028-75.8% | $147,080-73.7% | $145,884-73.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 14.00% | 98.60%-84.6pp | 420.17%-406.2pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,780 | $5,286-47.4% | $4,933-43.7% | $4,662-40.4% |
| Participant deferral / active EE | $3,702 | $8,422-56.0% | $8,066-54.1% | $6,690-44.7% |
| Admin fee / account holder | $3,103 | $15,030-79.4% | $12,989-76.1% | $13,392-76.8% |