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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 | $183,516-61.6% | $155,534-54.7% | $145,884-51.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.27% | 61.43%-47.2pp | 64.92%-50.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $9,395 | $5,315+76.8% | $4,675+101.0% | $4,662+101.5% |
| Participant deferral / active EE | $5,075 | $6,467-21.5% | $5,630-9.9% | $6,690-24.1% |
| Admin fee / account holder | $566 | $19,293-97.1% | $15,900-96.4% | $13,392-95.8% |