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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 | $57,568 | $184,000-68.7% | $162,185-64.5% | $152,909-62.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 14.47% | 150.80%-136.3pp | 115.61%-101.1pp | 345.46%-331.0pp |
| Employer contribution / active EE | $4,787 | $6,370-24.9% | $5,613-14.7% | $4,764+0.5% |
| Participant deferral / active EE | $9,676 | $8,033+20.5% | $7,297+32.6% | $5,851+65.4% |
| Admin fee / account holder | $3,533 | $13,124-73.1% | $10,844-67.4% | $11,601-69.5% |