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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 | $105,583 | $209,888-49.7% | $189,545-44.3% | $167,553-37.0% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 24.33% | 748.66%-724.3pp | 555.36%-531.0pp | 478.89%-454.6pp |
| Employer contribution / active EE | $3,930 | $6,915-43.2% | $6,162-36.2% | $4,840-18.8% |
| Participant deferral / active EE | $13,086 | $8,934+46.5% | $8,220+59.2% | $6,343+106.3% |
| Admin fee / account holder | $17,288 | $14,300+20.9% | $12,049+43.5% | $12,316+40.4% |