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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 | $43,018 | $227,399-81.1% | $189,758-77.3% | $198,609-78.3% |
| Participation rate | 95.0% | 84.0%+11.0pp | 79.8%+15.2pp | 82.4%+12.6pp |
| Annual return | 20.64% | 61.03%-40.4pp | 52.62%-32.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $4,182 | $5,526-24.3% | $4,767-12.3% | $5,055-17.3% |
| Participant deferral / active EE | $12,682 | $6,837+85.5% | $5,856+116.6% | $6,977+81.8% |
| Admin fee / account holder | $1,878 | $25,162-92.5% | $20,388-90.8% | $19,030-90.1% |