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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 | $40,504 | $155,555-74.0% | $146,866-72.4% | $155,188-73.9% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.5%+13.3pp | 80.8%+15.0pp |
| Annual return | 18.81% | 115.41%-96.6pp | 102.85%-84.0pp | 148.84%-130.0pp |
| Employer contribution / active EE | $13,334 | $4,647+186.9% | $4,425+201.3% | $4,248+213.9% |
| Participant deferral / active EE | $21,009 | $8,044+161.2% | $7,759+170.8% | $6,531+221.7% |
| Admin fee / account holder | $23,284 | $14,755+57.8% | $13,620+71.0% | $14,480+60.8% |