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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 | $91,280 | $159,978-42.9% | $147,041-37.9% | $145,978-37.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 28.13% | 98.36%-70.2pp | 419.21%-391.1pp | 550.52%-522.4pp |
| Employer contribution / active EE | $3,608 | $5,288-31.8% | $4,935-26.9% | $4,662-22.6% |
| Participant deferral / active EE | $9,119 | $8,429+8.2% | $8,071+13.0% | $6,690+36.3% |
| Admin fee / account holder | $1,587 | $15,053-89.5% | $13,006-87.8% | $13,400-88.2% |