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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 | $66,030 | $183,592-64.0% | $155,567-57.6% | $145,959-54.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.48% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $8,093 | $5,315+52.3% | $4,674+73.1% | $4,661+73.6% |
| Participant deferral / active EE | $7,247 | $6,464+12.1% | $5,628+28.8% | $6,689+8.4% |
| Admin fee / account holder | $409 | $19,318-97.9% | $15,916-97.4% | $13,398-97.0% |