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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% | $155,574-75.3% | $145,877-73.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.42% | 61.37%-47.0pp | 64.87%-50.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $3,079 | $5,317-42.1% | $4,676-34.2% | $4,663-34.0% |
| Participant deferral / active EE | $11,986 | $6,466+85.4% | $5,629+112.9% | $6,691+79.2% |
| Admin fee / account holder | $12,500 | $19,316-35.3% | $15,914-21.5% | $13,402-6.7% |