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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 | $159,934-60.4% | $147,005-56.9% | $145,959-56.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.75% | 98.24%-84.5pp | 418.76%-405.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $2,814 | $5,287-46.8% | $4,934-43.0% | $4,661-39.6% |
| Participant deferral / active EE | $10,144 | $8,427+20.4% | $8,070+25.7% | $6,689+51.7% |
| Admin fee / account holder | $1,423 | $15,053-90.5% | $13,006-89.1% | $13,398-89.4% |