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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 | $69,053 | $217,427-68.2% | $185,837-62.8% | $167,518-58.8% |
| Participation rate | 81.3% | 86.0%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 14.75% | 148.39%-133.6pp | 122.08%-107.3pp | 478.71%-464.0pp |
| Employer contribution / active EE | $12,869 | $5,874+119.1% | $5,168+149.0% | $4,838+166.0% |
| Participant deferral / active EE | $8,786 | $6,357+38.2% | $5,568+57.8% | $6,342+38.5% |
| Admin fee / account holder | $693 | $19,816-96.5% | $16,241-95.7% | $12,312-94.4% |