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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 | $38,981 | $112,121-65.2% | $95,960-59.4% | $158,966-75.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 29.90% | 171.16%-141.3pp | 91.63%-61.7pp | 302.95%-273.0pp |
| Employer contribution / active EE | $5,154 | $3,199+61.1% | $2,541+102.8% | $4,762+8.2% |
| Participant deferral / active EE | $12,719 | $4,784+165.9% | $4,167+205.3% | $5,983+112.6% |
| Admin fee / account holder | $364 | $10,135-96.4% | $6,797-94.6% | $11,250-96.8% |