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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 | $80,005 | $148,623-46.2% | $135,974-41.2% | $139,466-42.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 66.42% | 79.30%-12.9pp | 68.30%-1.9pp | 373.66%-307.2pp |
| Employer contribution / active EE | $7,831 | $5,246+49.3% | $4,859+61.2% | $4,754+64.7% |
| Participant deferral / active EE | $12,430 | $8,103+53.4% | $7,760+60.2% | $6,712+85.2% |
| Admin fee / account holder | $447 | $12,406-96.4% | $10,767-95.8% | $11,409-96.1% |