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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 | $37,893 | $183,539-79.4% | $155,556-75.6% | $145,897-74.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.48% | 61.31%-48.8pp | 64.84%-52.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $5,210 | $5,315-2.0% | $4,675+11.4% | $4,663+11.7% |
| Participant deferral / active EE | $20,496 | $6,467+216.9% | $5,631+264.0% | $6,689+206.4% |
| Admin fee / account holder | $644 | $19,275-96.7% | $15,885-95.9% | $13,390-95.2% |