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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 | $55,532 | $289,211-80.8% | $260,467-78.7% | $198,609-72.0% |
| Participation rate | 90.9% | 83.1%+7.8pp | 80.5%+10.5pp | 82.4%+8.5pp |
| Annual return | 18.19% | 112.90%-94.7pp | 100.60%-82.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $11,893 | $4,663+155.0% | $4,239+180.6% | $5,055+135.3% |
| Participant deferral / active EE | $7,889 | $6,812+15.8% | $6,319+24.8% | $6,977+13.1% |
| Admin fee / account holder | $425 | $16,236-97.4% | $15,461-97.2% | $19,030-97.8% |