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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 | $40,375 | $196,972-79.5% | $182,262-77.8% | $198,609-79.7% |
| Participation rate | 92.3% | 85.7%+6.6pp | 84.2%+8.1pp | 82.4%+9.9pp |
| Annual return | 18.76% | 158.27%-139.5pp | 140.60%-121.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $2,494 | $5,364-53.5% | $5,046-50.6% | $5,055-50.7% |
| Participant deferral / active EE | $9,796 | $8,643+13.3% | $8,276+18.4% | $6,977+40.4% |
| Admin fee / account holder | $1,508 | $18,429-91.8% | $16,712-91.0% | $19,030-92.1% |