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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 | $39,403 | $108,942-63.8% | $100,415-60.8% | $145,897-73.0% |
| Participation rate | 90.9% | 83.0%+7.9pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 15.97% | 58.27%-42.3pp | 49.47%-33.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $8,754 | $4,422+98.0% | $3,943+122.0% | $4,663+87.8% |
| Participant deferral / active EE | $14,540 | $8,461+71.9% | $8,091+79.7% | $6,689+117.4% |
| Admin fee / account holder | $880 | $9,702-90.9% | $7,906-88.9% | $13,390-93.4% |