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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 | $55,045 | $148,558-62.9% | $135,925-59.5% | $139,427-60.5% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 18.33% | 79.22%-60.9pp | 68.25%-49.9pp | 373.27%-354.9pp |
| Employer contribution / active EE | $8,737 | $5,244+66.6% | $4,857+79.9% | $4,752+83.9% |
| Participant deferral / active EE | $6,596 | $8,101-18.6% | $7,759-15.0% | $6,711-1.7% |
| Admin fee / account holder | $730 | $12,401-94.1% | $10,764-93.2% | $11,404-93.6% |