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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 | $30,127 | $201,264-85.0% | $184,185-83.6% | $145,978-79.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 106.87% | 29.00%+77.9pp | 28.81%+78.1pp | 550.52%-443.6pp |
| Employer contribution / active EE | $3,997 | $7,021-43.1% | $6,426-37.8% | $4,662-14.3% |
| Participant deferral / active EE | $7,311 | $9,806-25.4% | $9,132-19.9% | $6,690+9.3% |
| Admin fee / account holder | $2,649 | $16,376-83.8% | $13,909-81.0% | $13,400-80.2% |