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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 | $63,556 | $183,539-65.4% | $155,556-59.1% | $145,897-56.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.08% | 61.31%-46.2pp | 64.84%-49.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $7,095 | $5,315+33.5% | $4,675+51.8% | $4,663+52.2% |
| Participant deferral / active EE | $14,750 | $6,467+128.1% | $5,631+161.9% | $6,689+120.5% |
| Admin fee / account holder | $783 | $19,275-95.9% | $15,885-95.1% | $13,390-94.2% |