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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 | $55,799 | $185,883-70.0% | $170,043-67.2% | $139,466-60.0% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 25.18% | 60.54%-35.4pp | 53.40%-28.2pp | 373.66%-348.5pp |
| Employer contribution / active EE | $10,827 | $7,596+42.5% | $6,790+59.5% | $4,754+127.8% |
| Participant deferral / active EE | $22,842 | $11,626+96.5% | $10,410+119.4% | $6,712+240.3% |
| Admin fee / account holder | $8,560 | $15,393-44.4% | $12,824-33.2% | $11,409-25.0% |