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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 | $48,710 | $160,028-69.6% | $147,080-66.9% | $145,884-66.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.90% | 98.60%-86.7pp | 420.17%-408.3pp | 551.85%-539.9pp |
| Employer contribution / active EE | $3,282 | $5,286-37.9% | $4,933-33.5% | $4,662-29.6% |
| Participant deferral / active EE | $7,484 | $8,422-11.1% | $8,066-7.2% | $6,690+11.9% |
| Admin fee / account holder | $878 | $15,030-94.2% | $12,989-93.2% | $13,392-93.4% |