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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 | $36,627 | $183,539-80.0% | $155,556-76.5% | $145,897-74.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 16.79% | 61.31%-44.5pp | 64.84%-48.1pp | 552.29%-535.5pp |
| Employer contribution / active EE | $3,888 | $5,315-26.9% | $4,675-16.8% | $4,663-16.6% |
| Participant deferral / active EE | $10,852 | $6,467+67.8% | $5,631+92.7% | $6,689+62.2% |
| Admin fee / account holder | $2,427 | $19,275-87.4% | $15,885-84.7% | $13,390-81.9% |