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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 | $19,119 | $162,529-88.2% | $130,788-85.4% | $154,746-87.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 20.03% | 510.48%-490.4pp | 386.44%-366.4pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,519 | $4,447-43.4% | $3,558-29.2% | $4,379-42.5% |
| Participant deferral / active EE | $10,575 | $4,808+119.9% | $4,137+155.6% | $6,730+57.1% |
| Admin fee / account holder | $1,344 | $7,669-82.5% | $6,673-79.9% | $14,365-90.6% |