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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 | $34,678 | $135,956-74.5% | $123,894-72.0% | $273,972-87.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 99.42% | 56.63%+42.8pp | 47.52%+51.9pp | 41.46%+58.0pp |
| Employer contribution / active EE | $6,123 | $5,170+18.4% | $4,617+32.6% | $4,869+25.8% |
| Participant deferral / active EE | $11,792 | $6,343+85.9% | $5,984+97.0% | $5,287+123.0% |
| Admin fee / account holder | $1,227 | $9,817-87.5% | $8,357-85.3% | $10,133-87.9% |