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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 | $62,899 | $162,136-61.2% | $152,301-58.7% | $154,746-59.4% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 24.44% | 91.02%-66.6pp | 80.50%-56.1pp | 172.34%-147.9pp |
| Employer contribution / active EE | $4,848 | $4,890-0.9% | $4,624+4.8% | $4,379+10.7% |
| Participant deferral / active EE | $12,511 | $8,341+50.0% | $8,004+56.3% | $6,730+85.9% |
| Admin fee / account holder | $12,530 | $15,759-20.5% | $14,398-13.0% | $14,365-12.8% |