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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 | $73,822 | $160,040-53.9% | $147,096-49.8% | $145,877-49.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.63% | 98.49%-87.9pp | 419.75%-409.1pp | 551.28%-540.7pp |
| Employer contribution / active EE | $7,466 | $5,289+41.2% | $4,936+51.3% | $4,663+60.1% |
| Participant deferral / active EE | $8,582 | $8,429+1.8% | $8,071+6.3% | $6,691+28.3% |
| Admin fee / account holder | $890 | $15,050-94.1% | $13,005-93.2% | $13,402-93.4% |