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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 | $57,480 | $148,629-61.3% | $135,982-57.7% | $139,487-58.8% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 24.87% | 79.33%-54.5pp | 68.32%-43.5pp | 373.84%-349.0pp |
| Employer contribution / active EE | $5,739 | $5,247+9.4% | $4,859+18.1% | $4,755+20.7% |
| Participant deferral / active EE | $13,339 | $8,102+64.6% | $7,760+71.9% | $6,713+98.7% |
| Admin fee / account holder | $372 | $12,406-97.0% | $10,767-96.5% | $11,407-96.7% |