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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 | $63,932 | $160,040-60.1% | $147,096-56.5% | $145,877-56.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.64% | 98.49%-87.8pp | 419.75%-409.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,227 | $5,289-76.8% | $4,936-75.1% | $4,663-73.7% |
| Participant deferral / active EE | $8,845 | $8,429+4.9% | $8,071+9.6% | $6,691+32.2% |
| Admin fee / account holder | $21,344 | $15,050+41.8% | $13,005+64.1% | $13,402+59.3% |