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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 | $40,432 | $160,040-74.7% | $147,096-72.5% | $145,877-72.3% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 25.06% | 98.49%-73.4pp | 419.75%-394.7pp | 551.28%-526.2pp |
| Employer contribution / active EE | $3,544 | $5,289-33.0% | $4,936-28.2% | $4,663-24.0% |
| Participant deferral / active EE | $10,004 | $8,429+18.7% | $8,071+23.9% | $6,691+49.5% |
| Admin fee / account holder | $519 | $15,050-96.6% | $13,005-96.0% | $13,402-96.1% |