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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 | $29,267 | $148,623-80.3% | $135,974-78.5% | $139,466-79.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 66.45% | 79.30%-12.8pp | 68.30%-1.9pp | 373.66%-307.2pp |
| Employer contribution / active EE | $7,303 | $5,246+39.2% | $4,859+50.3% | $4,754+53.6% |
| Participant deferral / active EE | $10,540 | $8,103+30.1% | $7,760+35.8% | $6,712+57.0% |
| Admin fee / account holder | $1,701 | $12,406-86.3% | $10,767-84.2% | $11,409-85.1% |