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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 | $55,856 | $148,623-62.4% | $135,974-58.9% | $139,466-60.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 18.60% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $7,633 | $5,246+45.5% | $4,859+57.1% | $4,754+60.6% |
| Participant deferral / active EE | $13,388 | $8,103+65.2% | $7,760+72.5% | $6,712+99.5% |
| Admin fee / account holder | $15,192 | $12,406+22.5% | $10,767+41.1% | $11,409+33.2% |