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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 | $32,400 | $159,978-79.7% | $147,041-78.0% | $145,978-77.8% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 13.71% | 98.36%-84.7pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $3,174 | $5,288-40.0% | $4,935-35.7% | $4,662-31.9% |
| Participant deferral / active EE | $7,496 | $8,429-11.1% | $8,071-7.1% | $6,690+12.0% |
| Admin fee / account holder | $17,943 | $15,053+19.2% | $13,006+38.0% | $13,400+33.9% |