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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 | $64,244 | $217,432-70.5% | $185,849-65.4% | $167,536-61.7% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 11.02% | 148.42%-137.4pp | 122.10%-111.1pp | 478.82%-467.8pp |
| Employer contribution / active EE | $13,014 | $5,875+121.5% | $5,169+151.8% | $4,839+168.9% |
| Participant deferral / active EE | $8,905 | $6,357+40.1% | $5,569+59.9% | $6,342+40.4% |
| Admin fee / account holder | $1,677 | $19,818-91.5% | $16,244-89.7% | $12,315-86.4% |