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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 | $31,198 | $160,070-80.5% | $147,117-78.8% | $145,897-78.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 26.89% | 98.69%-71.8pp | 420.54%-393.6pp | 552.29%-525.4pp |
| Employer contribution / active EE | $2,070 | $5,285-60.8% | $4,932-58.0% | $4,663-55.6% |
| Participant deferral / active EE | $6,134 | $8,419-27.1% | $8,065-23.9% | $6,689-8.3% |
| Admin fee / account holder | $2,163 | $15,035-85.6% | $12,993-83.4% | $13,390-83.8% |