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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 | $31,322 | $160,040-80.4% | $147,096-78.7% | $145,877-78.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 12.77% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $3,114 | $5,289-41.1% | $4,936-36.9% | $4,663-33.2% |
| Participant deferral / active EE | $8,787 | $8,429+4.3% | $8,071+8.9% | $6,691+31.3% |
| Admin fee / account holder | $519 | $15,050-96.6% | $13,005-96.0% | $13,402-96.1% |