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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 | $70,445 | $183,539-61.6% | $155,556-54.7% | $145,897-51.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.27% | 61.31%-47.0pp | 64.84%-50.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $9,395 | $5,315+76.8% | $4,675+100.9% | $4,663+101.5% |
| Participant deferral / active EE | $5,075 | $6,467-21.5% | $5,631-9.9% | $6,689-24.1% |
| Admin fee / account holder | $566 | $19,275-97.1% | $15,885-96.4% | $13,390-95.8% |