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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 | $40,736 | $148,623-72.6% | $135,974-70.0% | $139,466-70.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 18.10% | 79.30%-61.2pp | 68.30%-50.2pp | 373.66%-355.6pp |
| Employer contribution / active EE | $7,307 | $5,246+39.3% | $4,859+50.4% | $4,754+53.7% |
| Participant deferral / active EE | $20,836 | $8,103+157.1% | $7,760+168.5% | $6,712+210.4% |
| Admin fee / account holder | $22,293 | $12,406+79.7% | $10,767+107.1% | $11,409+95.4% |