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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 | $43,468 | $226,135-80.8% | $182,558-76.2% | $152,909-71.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 24.36% | 192.60%-168.2pp | 148.59%-124.2pp | 345.46%-321.1pp |
| Employer contribution / active EE | $17,179 | $4,979+245.0% | $4,076+321.5% | $4,764+260.6% |
| Participant deferral / active EE | $9,209 | $6,371+44.6% | $5,526+66.7% | $5,851+57.4% |
| Admin fee / account holder | $13,355 | $10,707+24.7% | $8,594+55.4% | $11,601+15.1% |