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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 | $37,354 | $183,592-79.7% | $155,574-76.0% | $145,877-74.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.77% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $10,237 | $5,317+92.5% | $4,676+118.9% | $4,663+119.5% |
| Participant deferral / active EE | $4,205 | $6,466-35.0% | $5,629-25.3% | $6,691-37.1% |
| Admin fee / account holder | $6,634 | $19,316-65.7% | $15,914-58.3% | $13,402-50.5% |