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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 | $44,451 | $159,934-72.2% | $147,005-69.8% | $145,959-69.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.96% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $4,602 | $5,287-13.0% | $4,934-6.7% | $4,661-1.3% |
| Participant deferral / active EE | $11,709 | $8,427+38.9% | $8,070+45.1% | $6,689+75.1% |
| Admin fee / account holder | $23,328 | $15,053+55.0% | $13,006+79.4% | $13,398+74.1% |