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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 | $95,193 | $183,988-48.3% | $162,177-41.3% | $152,897-37.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 17.92% | 150.79%-132.9pp | 115.60%-97.7pp | 345.43%-327.5pp |
| Employer contribution / active EE | $17,035 | $6,370+167.4% | $5,613+203.5% | $4,764+257.6% |
| Participant deferral / active EE | $11,233 | $8,032+39.9% | $7,297+53.9% | $5,851+92.0% |
| Admin fee / account holder | $1,733 | $13,123-86.8% | $10,843-84.0% | $11,599-85.1% |