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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 | $29,268 | $148,582-80.3% | $135,942-78.5% | $139,456-79.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 25.49% | 79.26%-53.8pp | 68.28%-42.8pp | 373.45%-348.0pp |
| Employer contribution / active EE | $8,247 | $5,245+57.2% | $4,858+69.8% | $4,753+73.5% |
| Participant deferral / active EE | $17,164 | $8,101+111.9% | $7,759+121.2% | $6,711+155.7% |
| Admin fee / account holder | $7,541 | $12,402-39.2% | $10,764-29.9% | $11,407-33.9% |