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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 | $37,354 | $183,627-79.7% | $155,602-76.0% | $145,978-74.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.77% | 61.32%-45.5pp | 64.81%-49.0pp | 550.52%-534.7pp |
| Employer contribution / active EE | $10,237 | $5,316+92.6% | $4,675+119.0% | $4,662+119.6% |
| Participant deferral / active EE | $4,205 | $6,466-35.0% | $5,629-25.3% | $6,690-37.1% |
| Admin fee / account holder | $6,634 | $19,327-65.7% | $15,923-58.3% | $13,400-50.5% |