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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 | $84,166 | $168,635-50.1% | $147,617-43.0% | $125,389-32.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 37.33% | 77.65%-40.3pp | 61.98%-24.7pp | 282.24%-244.9pp |
| Employer contribution / active EE | $3,480 | $6,252-44.3% | $5,564-37.5% | $4,866-28.5% |
| Participant deferral / active EE | $2,718 | $5,507-50.6% | $4,895-44.5% | $5,352-49.2% |
| Admin fee / account holder | $10,017 | $13,580-26.2% | $11,612-13.7% | $9,541+5.0% |