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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 | $31,456 | $217,432-85.5% | $185,851-83.1% | $167,553-81.2% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 9.87% | 148.43%-138.6pp | 122.11%-112.2pp | 478.89%-469.0pp |
| Employer contribution / active EE | $12,215 | $5,874+107.9% | $5,168+136.3% | $4,840+152.4% |
| Participant deferral / active EE | $5,793 | $6,357-8.9% | $5,569+4.0% | $6,343-8.7% |
| Admin fee / account holder | $407 | $19,820-97.9% | $16,245-97.5% | $12,316-96.7% |