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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 | $40,518 | $217,432-81.4% | $185,851-78.2% | $167,553-75.8% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 11.19% | 148.43%-137.2pp | 122.11%-110.9pp | 478.89%-467.7pp |
| Employer contribution / active EE | $1,806 | $5,874-69.3% | $5,168-65.1% | $4,840-62.7% |
| Participant deferral / active EE | $10,890 | $6,357+71.3% | $5,569+95.6% | $6,343+71.7% |
| Admin fee / account holder | $1,665 | $19,820-91.6% | $16,245-89.7% | $12,316-86.5% |