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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 | $46,576 | $183,539-74.6% | $155,556-70.1% | $145,897-68.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.25% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $4,585 | $5,315-13.7% | $4,675-1.9% | $4,663-1.7% |
| Participant deferral / active EE | $9,200 | $6,467+42.3% | $5,631+63.4% | $6,689+37.5% |
| Admin fee / account holder | $433 | $19,275-97.8% | $15,885-97.3% | $13,390-96.8% |