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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 | $62,602 | $175,257-64.3% | $149,717-58.2% | $139,456-55.1% |
| Participation rate | 81.0% | 83.4%-2.4pp | 78.8%+2.2pp | 80.3%+0.6pp |
| Annual return | 16.33% | 166.70%-150.4pp | 134.41%-118.1pp | 373.45%-357.1pp |
| Employer contribution / active EE | $9,574 | $5,477+74.8% | $4,820+98.6% | $4,753+101.5% |
| Participant deferral / active EE | $7,382 | $6,521+13.2% | $5,682+29.9% | $6,711+10.0% |
| Admin fee / account holder | $5,238 | $16,156-67.6% | $13,213-60.4% | $11,407-54.1% |