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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 | $41,385 | $134,817-69.3% | $123,973-66.6% | $155,188-73.3% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 18.68% | 515.49%-496.8pp | 388.13%-369.4pp | 148.84%-130.2pp |
| Employer contribution / active EE | $2,512 | $4,425-43.2% | $4,126-39.1% | $4,248-40.9% |
| Participant deferral / active EE | $10,967 | $5,706+92.2% | $5,247+109.0% | $6,531+67.9% |
| Admin fee / account holder | $700 | $13,245-94.7% | $11,799-94.1% | $14,480-95.2% |