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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 | $43,157 | $160,040-73.0% | $147,096-70.7% | $145,877-70.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.14% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $6,566 | $5,289+24.1% | $4,936+33.0% | $4,663+40.8% |
| Participant deferral / active EE | $17,576 | $8,429+108.5% | $8,071+117.8% | $6,691+162.7% |
| Admin fee / account holder | $4,881 | $15,050-67.6% | $13,005-62.5% | $13,402-63.6% |