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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 | $27,533 | $183,516-85.0% | $155,534-82.3% | $145,884-81.1% |
| Participation rate | 95.7% | 82.7%+12.9pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 34.74% | 61.43%-26.7pp | 64.92%-30.2pp | 551.85%-517.1pp |
| Employer contribution / active EE | $5,784 | $5,315+8.8% | $4,675+23.7% | $4,662+24.1% |
| Participant deferral / active EE | $4,554 | $6,467-29.6% | $5,630-19.1% | $6,690-31.9% |
| Admin fee / account holder | $1,035 | $19,293-94.6% | $15,900-93.5% | $13,392-92.3% |