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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 | $44,520 | $209,847-78.8% | $189,520-76.5% | $167,518-73.4% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 18.87% | 748.45%-729.6pp | 555.25%-536.4pp | 478.71%-459.8pp |
| Employer contribution / active EE | $2,613 | $6,913-62.2% | $6,161-57.6% | $4,838-46.0% |
| Participant deferral / active EE | $10,666 | $8,934+19.4% | $8,220+29.8% | $6,342+68.2% |
| Admin fee / account holder | $3,831 | $14,295-73.2% | $12,046-68.2% | $12,312-68.9% |