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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 | $63,360 | $160,070-60.4% | $147,117-56.9% | $145,897-56.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.75% | 98.69%-84.9pp | 420.54%-406.8pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,814 | $5,285-46.7% | $4,932-42.9% | $4,663-39.6% |
| Participant deferral / active EE | $10,144 | $8,419+20.5% | $8,065+25.8% | $6,689+51.6% |
| Admin fee / account holder | $1,423 | $15,035-90.5% | $12,993-89.0% | $13,390-89.4% |