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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 | $30,468 | $134,817-77.4% | $123,973-75.4% | $155,188-80.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 19.76% | 515.49%-495.7pp | 388.13%-368.4pp | 148.84%-129.1pp |
| Employer contribution / active EE | $4,474 | $4,425+1.1% | $4,126+8.5% | $4,248+5.3% |
| Participant deferral / active EE | $2,613 | $5,706-54.2% | $5,247-50.2% | $6,531-60.0% |
| Admin fee / account holder | $1,399 | $13,245-89.4% | $11,799-88.1% | $14,480-90.3% |