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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 | $31,653 | $175,231-81.9% | $149,696-78.9% | $139,466-77.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.93% | 166.77%-150.8pp | 134.46%-118.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $2,217 | $5,478-59.5% | $4,821-54.0% | $4,754-53.4% |
| Participant deferral / active EE | $10,080 | $6,521+54.6% | $5,682+77.4% | $6,712+50.2% |
| Admin fee / account holder | $1,831 | $16,155-88.7% | $13,212-86.1% | $11,409-84.0% |