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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 | $37,863 | $183,592-79.4% | $155,574-75.7% | $145,877-74.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 17.26% | 61.37%-44.1pp | 64.87%-47.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $10,918 | $5,317+105.4% | $4,676+133.5% | $4,663+134.1% |
| Participant deferral / active EE | $4,201 | $6,466-35.0% | $5,629-25.4% | $6,691-37.2% |
| Admin fee / account holder | $645 | $19,316-96.7% | $15,914-95.9% | $13,402-95.2% |