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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 | $63,738 | $162,136-60.7% | $152,301-58.2% | $154,746-58.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 20.50% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $4,940 | $4,890+1.0% | $4,624+6.8% | $4,379+12.8% |
| Participant deferral / active EE | $9,699 | $8,341+16.3% | $8,004+21.2% | $6,730+44.1% |
| Admin fee / account holder | $1,135 | $15,759-92.8% | $14,398-92.1% | $14,365-92.1% |