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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 | $70,439 | $183,516-61.6% | $155,534-54.7% | $145,884-51.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 18.95% | 61.43%-42.5pp | 64.92%-46.0pp | 551.85%-532.9pp |
| Employer contribution / active EE | $4,620 | $5,315-13.1% | $4,675-1.2% | $4,662-0.9% |
| Participant deferral / active EE | $10,486 | $6,467+62.2% | $5,630+86.2% | $6,690+56.8% |
| Admin fee / account holder | $23,243 | $19,293+20.5% | $15,900+46.2% | $13,392+73.6% |