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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 | $25,099 | $176,077-85.7% | $159,455-84.3% | $167,518-85.0% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 16.48% | 331.83%-315.4pp | 263.63%-247.2pp | 478.71%-462.2pp |
| Employer contribution / active EE | $6,658 | $5,298+25.7% | $4,830+37.9% | $4,838+37.6% |
| Participant deferral / active EE | $8,439 | $7,751+8.9% | $7,353+14.8% | $6,342+33.1% |
| Admin fee / account holder | $10,244 | $12,556-18.4% | $10,800-5.2% | $12,312-16.8% |