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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 | $108,922-63.8% | $100,398-60.8% | $145,978-73.0% |
| Participation rate | 90.9% | 83.0%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 15.97% | 58.04%-42.1pp | 49.32%-33.4pp | 550.52%-534.5pp |
| Employer contribution / active EE | $8,754 | $4,426+97.8% | $3,946+121.9% | $4,662+87.8% |
| Participant deferral / active EE | $14,540 | $8,450+72.1% | $8,084+79.9% | $6,690+117.4% |
| Admin fee / account holder | $880 | $9,680-90.9% | $7,893-88.8% | $13,400-93.4% |