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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 | $38,424 | $183,592-79.1% | $155,567-75.3% | $145,959-73.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.42% | 61.24%-46.8pp | 64.74%-50.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $3,079 | $5,315-42.1% | $4,674-34.1% | $4,661-33.9% |
| Participant deferral / active EE | $11,986 | $6,464+85.4% | $5,628+113.0% | $6,689+79.2% |
| Admin fee / account holder | $12,500 | $19,318-35.3% | $15,916-21.5% | $13,398-6.7% |