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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 | $43,849 | $175,259-75.0% | $149,723-70.7% | $139,487-68.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 15.83% | 166.82%-151.0pp | 134.50%-118.7pp | 373.84%-358.0pp |
| Employer contribution / active EE | $2,814 | $5,478-48.6% | $4,821-41.6% | $4,755-40.8% |
| Participant deferral / active EE | $9,589 | $6,522+47.0% | $5,682+68.7% | $6,713+42.8% |
| Admin fee / account holder | $878 | $16,158-94.6% | $13,215-93.4% | $11,407-92.3% |