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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 | $44,065 | $183,592-76.0% | $155,574-71.7% | $145,877-69.8% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 18.83% | 61.37%-42.5pp | 64.87%-46.0pp | 551.28%-532.5pp |
| Employer contribution / active EE | $8,086 | $5,317+52.1% | $4,676+72.9% | $4,663+73.4% |
| Participant deferral / active EE | $3,181 | $6,466-50.8% | $5,629-43.5% | $6,691-52.5% |
| Admin fee / account holder | $746 | $19,316-96.1% | $15,914-95.3% | $13,402-94.4% |