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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 | $71,030 | $154,193-53.9% | $130,045-45.4% | $139,466-49.1% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 34.51% | 32.51%+2.0pp | -137.30%+171.8pp | 373.66%-339.2pp |
| Employer contribution / active EE | $7,775 | $5,292+46.9% | $4,321+79.9% | $4,754+63.6% |
| Participant deferral / active EE | $9,732 | $6,709+45.1% | $5,820+67.2% | $6,712+45.0% |
| Admin fee / account holder | $340 | $13,989-97.6% | $10,600-96.8% | $11,409-97.0% |