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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 | $75,867 | $148,623-49.0% | $135,974-44.2% | $139,466-45.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 30.11% | 79.30%-49.2pp | 68.30%-38.2pp | 373.66%-343.6pp |
| Employer contribution / active EE | $16,639 | $5,246+217.1% | $4,859+242.4% | $4,754+250.0% |
| Participant deferral / active EE | $14,583 | $8,103+80.0% | $7,760+87.9% | $6,712+117.3% |
| Admin fee / account holder | $485 | $12,406-96.1% | $10,767-95.5% | $11,409-95.8% |