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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 | $83,178 | $217,427-61.7% | $185,837-55.2% | $167,518-50.3% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 14.99% | 148.39%-133.4pp | 122.08%-107.1pp | 478.71%-463.7pp |
| Employer contribution / active EE | $27,455 | $5,874+367.4% | $5,168+431.2% | $4,838+467.4% |
| Participant deferral / active EE | $9,084 | $6,357+42.9% | $5,568+63.1% | $6,342+43.2% |
| Admin fee / account holder | $1,662 | $19,816-91.6% | $16,241-89.8% | $12,312-86.5% |