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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 | $34,466 | $176,120-80.4% | $159,487-78.4% | $167,553-79.4% |
| Participation rate | 82.4% | 85.0%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 13.61% | 331.95%-318.3pp | 263.71%-250.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $7,045 | $5,299+32.9% | $4,831+45.8% | $4,840+45.6% |
| Participant deferral / active EE | $10,071 | $7,752+29.9% | $7,354+37.0% | $6,343+58.8% |
| Admin fee / account holder | $8,541 | $12,561-32.0% | $10,804-20.9% | $12,316-30.7% |