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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 | $40,044 | $159,934-75.0% | $147,005-72.8% | $145,959-72.6% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 11.39% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $6,768 | $5,287+28.0% | $4,934+37.2% | $4,661+45.2% |
| Participant deferral / active EE | $14,367 | $8,427+70.5% | $8,070+78.0% | $6,689+114.8% |
| Admin fee / account holder | $18,565 | $15,053+23.3% | $13,006+42.7% | $13,398+38.6% |