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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 | $25,554 | $176,105-85.5% | $159,474-84.0% | $167,536-84.7% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 13.76% | 331.91%-318.1pp | 263.68%-249.9pp | 478.82%-465.1pp |
| Employer contribution / active EE | $4,637 | $5,299-12.5% | $4,831-4.0% | $4,839-4.2% |
| Participant deferral / active EE | $8,188 | $7,751+5.6% | $7,353+11.3% | $6,342+29.1% |
| Admin fee / account holder | $1,549 | $12,559-87.7% | $10,802-85.7% | $12,315-87.4% |