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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 | $45,102 | $160,040-71.8% | $147,096-69.3% | $145,877-69.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 13.30% | 98.49%-85.2pp | 419.75%-406.4pp | 551.28%-538.0pp |
| Employer contribution / active EE | $3,527 | $5,289-33.3% | $4,936-28.5% | $4,663-24.4% |
| Participant deferral / active EE | $7,618 | $8,429-9.6% | $8,071-5.6% | $6,691+13.9% |
| Admin fee / account holder | $17,789 | $15,050+18.2% | $13,005+36.8% | $13,402+32.7% |