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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 | $78,178 | $198,457-60.6% | $170,435-54.1% | $147,586-47.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 14.15% | 257.30%-243.2pp | 205.94%-191.8pp | 578.59%-564.4pp |
| Employer contribution / active EE | $5,804 | $6,183-6.1% | $5,432+6.8% | $4,876+19.0% |
| Participant deferral / active EE | $8,658 | $5,629+53.8% | $4,939+75.3% | $5,439+59.2% |
| Admin fee / account holder | $355 | $16,852-97.9% | $13,881-97.4% | $10,886-96.7% |