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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 | $41,119 | $165,361-75.1% | $149,715-72.5% | $158,950-74.1% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 39.64% | 348.24%-308.6pp | 276.66%-237.0pp | 302.91%-263.3pp |
| Employer contribution / active EE | $5,166 | $5,103+1.2% | $4,645+11.2% | $4,762+8.5% |
| Participant deferral / active EE | $7,389 | $7,182+2.9% | $6,842+8.0% | $5,983+23.5% |
| Admin fee / account holder | $9,542 | $10,808-11.7% | $9,310+2.5% | $11,248-15.2% |