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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 | $41,596 | $183,539-77.3% | $155,556-73.3% | $145,897-71.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.99% | 61.31%-52.3pp | 64.84%-55.8pp | 552.29%-543.3pp |
| Employer contribution / active EE | $8,941 | $5,315+68.2% | $4,675+91.2% | $4,663+91.8% |
| Participant deferral / active EE | $9,234 | $6,467+42.8% | $5,631+64.0% | $6,689+38.0% |
| Admin fee / account holder | $564 | $19,275-97.1% | $15,885-96.5% | $13,390-95.8% |