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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 | $35,244 | $160,028-78.0% | $147,080-76.0% | $145,884-75.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.95% | 98.60%-84.6pp | 420.17%-406.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $6,044 | $5,286+14.3% | $4,933+22.5% | $4,662+29.6% |
| Participant deferral / active EE | $18,017 | $8,422+113.9% | $8,066+123.4% | $6,690+169.3% |
| Admin fee / account holder | $1,141 | $15,030-92.4% | $12,989-91.2% | $13,392-91.5% |