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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 | $37,342 | $160,028-76.7% | $147,080-74.6% | $145,884-74.4% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 28.34% | 98.60%-70.3pp | 420.17%-391.8pp | 551.85%-523.5pp |
| Employer contribution / active EE | $4,748 | $5,286-10.2% | $4,933-3.8% | $4,662+1.8% |
| Participant deferral / active EE | $10,831 | $8,422+28.6% | $8,066+34.3% | $6,690+61.9% |
| Admin fee / account holder | $1,942 | $15,030-87.1% | $12,989-85.0% | $13,392-85.5% |