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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 | $36,247 | $175,231-79.3% | $149,696-75.8% | $139,466-74.0% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 54.65% | 166.77%-112.1pp | 134.46%-79.8pp | 373.66%-319.0pp |
| Employer contribution / active EE | $6,240 | $5,478+13.9% | $4,821+29.4% | $4,754+31.3% |
| Participant deferral / active EE | $12,046 | $6,521+84.7% | $5,682+112.0% | $6,712+79.5% |
| Admin fee / account holder | $395 | $16,155-97.6% | $13,212-97.0% | $11,409-96.5% |