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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 | $60,492 | $160,028-62.2% | $147,080-58.9% | $145,884-58.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 14.78% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $3,753 | $5,286-29.0% | $4,933-23.9% | $4,662-19.5% |
| Participant deferral / active EE | $10,386 | $8,422+23.3% | $8,066+28.8% | $6,690+55.3% |
| Admin fee / account holder | $5,138 | $15,030-65.8% | $12,989-60.4% | $13,392-61.6% |