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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 | $66,956 | $162,136-58.7% | $152,301-56.0% | $154,746-56.7% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 12.46% | 91.02%-78.6pp | 80.50%-68.0pp | 172.34%-159.9pp |
| Employer contribution / active EE | $6,072 | $4,890+24.2% | $4,624+31.3% | $4,379+38.6% |
| Participant deferral / active EE | $10,434 | $8,341+25.1% | $8,004+30.4% | $6,730+55.0% |
| Admin fee / account holder | $30,369 | $15,759+92.7% | $14,398+110.9% | $14,365+111.4% |