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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 | $51,718 | $183,539-71.8% | $155,556-66.8% | $145,897-64.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 13.78% | 61.31%-47.5pp | 64.84%-51.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $6,680 | $5,315+25.7% | $4,675+42.9% | $4,663+43.3% |
| Participant deferral / active EE | $14,395 | $6,467+122.6% | $5,631+155.7% | $6,689+115.2% |
| Admin fee / account holder | $1,112 | $19,275-94.2% | $15,885-93.0% | $13,390-91.7% |