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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 | $16,817 | $185,312-90.9% | $161,489-89.6% | $154,746-89.1% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 243.98% | 103.84%+140.1pp | 89.72%+154.3pp | 172.34%+71.6pp |
| Employer contribution / active EE | $1,956 | $4,769-59.0% | $4,268-54.2% | $4,379-55.3% |
| Participant deferral / active EE | $2,230 | $6,350-64.9% | $5,630-60.4% | $6,730-66.9% |
| Admin fee / account holder | $3,132 | $18,654-83.2% | $16,006-80.4% | $14,365-78.2% |