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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 | $35,870 | $175,257-79.5% | $149,717-76.0% | $139,456-74.3% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 17.33% | 166.70%-149.4pp | 134.41%-117.1pp | 373.45%-356.1pp |
| Employer contribution / active EE | $7,358 | $5,477+34.4% | $4,820+52.7% | $4,753+54.8% |
| Participant deferral / active EE | $10,271 | $6,521+57.5% | $5,682+80.8% | $6,711+53.0% |
| Admin fee / account holder | $7,073 | $16,156-56.2% | $13,213-46.5% | $11,407-38.0% |