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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 | $46,055 | $183,539-74.9% | $155,556-70.4% | $145,897-68.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 18.88% | 61.31%-42.4pp | 64.84%-46.0pp | 552.29%-533.4pp |
| Employer contribution / active EE | $7,591 | $5,315+42.8% | $4,675+62.4% | $4,663+62.8% |
| Participant deferral / active EE | $7,224 | $6,467+11.7% | $5,631+28.3% | $6,689+8.0% |
| Admin fee / account holder | $321 | $19,275-98.3% | $15,885-98.0% | $13,390-97.6% |