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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 | $33,952 | $183,539-81.5% | $155,556-78.2% | $145,897-76.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.67% | 61.31%-46.6pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,333 | $5,315-74.9% | $4,675-71.5% | $4,663-71.4% |
| Participant deferral / active EE | $8,064 | $6,467+24.7% | $5,631+43.2% | $6,689+20.6% |
| Admin fee / account holder | $903 | $19,275-95.3% | $15,885-94.3% | $13,390-93.3% |