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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 | $45,210 | $201,344-77.5% | $184,243-75.5% | $145,877-69.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 198.79% | 29.01%+169.8pp | 28.82%+170.0pp | 551.28%-352.5pp |
| Employer contribution / active EE | $3,369 | $7,022-52.0% | $6,427-47.6% | $4,663-27.7% |
| Participant deferral / active EE | $7,718 | $9,807-21.3% | $9,132-15.5% | $6,691+15.4% |
| Admin fee / account holder | $338 | $16,382-97.9% | $13,914-97.6% | $13,402-97.5% |