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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 | $46,051 | $183,539-74.9% | $155,556-70.4% | $145,897-68.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.68% | 61.31%-46.6pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $2,682 | $5,315-49.5% | $4,675-42.6% | $4,663-42.5% |
| Participant deferral / active EE | $6,057 | $6,467-6.3% | $5,631+7.6% | $6,689-9.5% |
| Admin fee / account holder | $361 | $19,275-98.1% | $15,885-97.7% | $13,390-97.3% |