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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 | $86,965 | $160,028-45.7% | $147,080-40.9% | $145,884-40.4% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 13.03% | 98.60%-85.6pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,000 | $5,286-62.2% | $4,933-59.5% | $4,662-57.1% |
| Participant deferral / active EE | $5,132 | $8,422-39.1% | $8,066-36.4% | $6,690-23.3% |
| Admin fee / account holder | $26,515 | $15,030+76.4% | $12,989+104.1% | $13,392+98.0% |