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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 | $183,592-61.6% | $155,574-54.7% | $145,877-51.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.27% | 61.37%-47.1pp | 64.87%-50.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $9,395 | $5,317+76.7% | $4,676+100.9% | $4,663+101.5% |
| Participant deferral / active EE | $5,075 | $6,466-21.5% | $5,629-9.8% | $6,691-24.1% |
| Admin fee / account holder | $566 | $19,316-97.1% | $15,914-96.4% | $13,402-95.8% |