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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 | $28,287 | $185,883-84.8% | $170,043-83.4% | $139,466-79.7% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 28.73% | 60.54%-31.8pp | 53.40%-24.7pp | 373.66%-344.9pp |
| Employer contribution / active EE | $12,228 | $7,596+61.0% | $6,790+80.1% | $4,754+157.2% |
| Participant deferral / active EE | $18,968 | $11,626+63.2% | $10,410+82.2% | $6,712+182.6% |
| Admin fee / account holder | $2,429 | $15,393-84.2% | $12,824-81.1% | $11,409-78.7% |