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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 | $37,966 | $157,304-75.9% | $141,197-73.1% | $152,909-75.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 23.28% | 64.34%-41.1pp | 71.41%-48.1pp | 345.46%-322.2pp |
| Employer contribution / active EE | $4,688 | $5,263-10.9% | $4,736-1.0% | $4,764-1.6% |
| Participant deferral / active EE | $6,669 | $7,111-6.2% | $6,710-0.6% | $5,851+14.0% |
| Admin fee / account holder | $679 | $12,126-94.4% | $10,265-93.4% | $11,601-94.1% |