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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 | $34,776 | $176,120-80.3% | $159,487-78.2% | $167,553-79.2% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 21.90% | 331.95%-310.0pp | 263.71%-241.8pp | 478.89%-457.0pp |
| Employer contribution / active EE | $4,680 | $5,299-11.7% | $4,831-3.1% | $4,840-3.3% |
| Participant deferral / active EE | $9,630 | $7,752+24.2% | $7,354+31.0% | $6,343+51.8% |
| Admin fee / account holder | $1,070 | $12,561-91.5% | $10,804-90.1% | $12,316-91.3% |