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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 | $36,548 | $160,028-77.2% | $147,080-75.2% | $145,884-74.9% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 15.99% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $6,780 | $5,286+28.3% | $4,933+37.4% | $4,662+45.4% |
| Participant deferral / active EE | $3,867 | $8,422-54.1% | $8,066-52.1% | $6,690-42.2% |
| Admin fee / account holder | $2,191 | $15,030-85.4% | $12,989-83.1% | $13,392-83.6% |