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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 | $65,668 | $160,028-59.0% | $147,080-55.4% | $145,884-55.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.11% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.7pp |
| Employer contribution / active EE | $4,336 | $5,286-18.0% | $4,933-12.1% | $4,662-7.0% |
| Participant deferral / active EE | $10,113 | $8,422+20.1% | $8,066+25.4% | $6,690+51.2% |
| Admin fee / account holder | $1,792 | $15,030-88.1% | $12,989-86.2% | $13,392-86.6% |