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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 | $17,061 | $148,558-88.5% | $135,925-87.4% | $139,427-87.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 46.28% | 79.22%-32.9pp | 68.25%-22.0pp | 373.27%-327.0pp |
| Employer contribution / active EE | $7,333 | $5,244+39.8% | $4,857+51.0% | $4,752+54.3% |
| Participant deferral / active EE | $10,071 | $8,101+24.3% | $7,759+29.8% | $6,711+50.1% |
| Admin fee / account holder | $1,499 | $12,401-87.9% | $10,764-86.1% | $11,404-86.9% |