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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 | $65,655 | $185,856-64.7% | $170,028-61.4% | $139,456-52.9% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 195.34% | 60.52%+134.8pp | 53.39%+142.0pp | 373.45%-178.1pp |
| Employer contribution / active EE | $6,806 | $7,593-10.4% | $6,788+0.3% | $4,753+43.2% |
| Participant deferral / active EE | $13,377 | $11,623+15.1% | $10,409+28.5% | $6,711+99.3% |
| Admin fee / account holder | $2,453 | $15,387-84.1% | $12,820-80.9% | $11,407-78.5% |