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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 | $160,040-75.0% | $147,096-72.8% | $145,877-72.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 11.39% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $6,768 | $5,289+27.9% | $4,936+37.1% | $4,663+45.1% |
| Participant deferral / active EE | $14,367 | $8,429+70.4% | $8,071+78.0% | $6,691+114.7% |
| Admin fee / account holder | $18,565 | $15,050+23.4% | $13,005+42.8% | $13,402+38.5% |