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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 | $53,403 | $175,231-69.5% | $149,696-64.3% | $139,466-61.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 15.05% | 166.77%-151.7pp | 134.46%-119.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $10,115 | $5,478+84.7% | $4,821+109.8% | $4,754+112.8% |
| Participant deferral / active EE | $14,482 | $6,521+122.1% | $5,682+154.9% | $6,712+115.8% |
| Admin fee / account holder | $10,165 | $16,155-37.1% | $13,212-23.1% | $11,409-10.9% |