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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 | $47,013 | $152,592-69.2% | $125,180-62.4% | $152,885-69.2% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.5%+8.5pp |
| Annual return | 20.38% | 54.84%-34.5pp | 43.79%-23.4pp | 345.39%-325.0pp |
| Employer contribution / active EE | $9,144 | $4,947+84.9% | $3,866+136.6% | $4,763+92.0% |
| Participant deferral / active EE | $6,625 | $5,868+12.9% | $4,937+34.2% | $5,851+13.2% |
| Admin fee / account holder | $311 | $13,435-97.7% | $9,703-96.8% | $11,598-97.3% |