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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 | $61,784 | $160,040-61.4% | $147,096-58.0% | $145,877-57.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 15.36% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $2,890 | $5,289-45.4% | $4,936-41.4% | $4,663-38.0% |
| Participant deferral / active EE | $8,309 | $8,429-1.4% | $8,071+3.0% | $6,691+24.2% |
| Admin fee / account holder | $572 | $15,050-96.2% | $13,005-95.6% | $13,402-95.7% |