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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 | $30,077 | $183,592-83.6% | $155,567-80.7% | $145,959-79.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.53% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $2,898 | $5,315-45.5% | $4,674-38.0% | $4,661-37.8% |
| Participant deferral / active EE | $10,421 | $6,464+61.2% | $5,628+85.2% | $6,689+55.8% |
| Admin fee / account holder | $1,637 | $19,318-91.5% | $15,916-89.7% | $13,398-87.8% |