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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 | $37,672 | $183,627-79.5% | $155,602-75.8% | $145,978-74.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.94% | 61.32%-45.4pp | 64.81%-48.9pp | 550.52%-534.6pp |
| Employer contribution / active EE | $6,473 | $5,316+21.8% | $4,675+38.4% | $4,662+38.8% |
| Participant deferral / active EE | $11,347 | $6,466+75.5% | $5,629+101.6% | $6,690+69.6% |
| Admin fee / account holder | $1,535 | $19,327-92.1% | $15,923-90.4% | $13,400-88.5% |