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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 | $38,603 | $148,582-74.0% | $135,942-71.6% | $139,456-72.3% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 23.81% | 79.26%-55.4pp | 68.28%-44.5pp | 373.45%-349.6pp |
| Employer contribution / active EE | $5,457 | $5,245+4.0% | $4,858+12.3% | $4,753+14.8% |
| Participant deferral / active EE | $11,239 | $8,101+38.7% | $7,759+44.9% | $6,711+67.5% |
| Admin fee / account holder | $2,850 | $12,402-77.0% | $10,764-73.5% | $11,407-75.0% |