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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 | $33,352 | $198,462-83.2% | $170,439-80.4% | $147,585-77.4% |
| Participation rate | 87.0% | 88.0%-1.0pp | 83.6%+3.4pp | 82.8%+4.1pp |
| Annual return | 10.76% | 257.30%-246.5pp | 205.94%-195.2pp | 578.58%-567.8pp |
| Employer contribution / active EE | $4,068 | $6,184-34.2% | $5,433-25.1% | $4,876-16.6% |
| Participant deferral / active EE | $2,835 | $5,629-49.6% | $4,939-42.6% | $5,439-47.9% |
| Admin fee / account holder | $15,961 | $16,852-5.3% | $13,881+15.0% | $10,886+46.6% |