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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 | $38,433 | $148,623-74.1% | $135,974-71.7% | $139,466-72.4% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 23.44% | 79.30%-55.9pp | 68.30%-44.9pp | 373.66%-350.2pp |
| Employer contribution / active EE | $5,865 | $5,246+11.8% | $4,859+20.7% | $4,754+23.4% |
| Participant deferral / active EE | $12,800 | $8,103+58.0% | $7,760+65.0% | $6,712+90.7% |
| Admin fee / account holder | $6,018 | $12,406-51.5% | $10,767-44.1% | $11,409-47.2% |