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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 | $160,040-60.4% | $147,096-56.9% | $145,877-56.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.75% | 98.49%-84.7pp | 419.75%-406.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,814 | $5,289-46.8% | $4,936-43.0% | $4,663-39.6% |
| Participant deferral / active EE | $10,144 | $8,429+20.3% | $8,071+25.7% | $6,691+51.6% |
| Admin fee / account holder | $1,423 | $15,050-90.5% | $13,005-89.1% | $13,402-89.4% |