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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 | $43,500 | $160,040-72.8% | $147,096-70.4% | $145,877-70.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.71% | 98.49%-84.8pp | 419.75%-406.0pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,745 | $5,289-48.1% | $4,936-44.4% | $4,663-41.1% |
| Participant deferral / active EE | $17,777 | $8,429+110.9% | $8,071+120.3% | $6,691+165.7% |
| Admin fee / account holder | $70,536 | $15,050+368.7% | $13,005+442.4% | $13,402+426.3% |