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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 | $33,325 | $148,582-77.6% | $135,942-75.5% | $139,456-76.1% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 30.81% | 79.26%-48.4pp | 68.28%-37.5pp | 373.45%-342.6pp |
| Employer contribution / active EE | $6,018 | $5,245+14.8% | $4,858+23.9% | $4,753+26.6% |
| Participant deferral / active EE | $9,206 | $8,101+13.6% | $7,759+18.7% | $6,711+37.2% |
| Admin fee / account holder | $15,350 | $12,402+23.8% | $10,764+42.6% | $11,407+34.6% |