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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 | $61,262 | $162,136-62.2% | $152,301-59.8% | $154,746-60.4% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 22.17% | 91.02%-68.8pp | 80.50%-58.3pp | 172.34%-150.2pp |
| Employer contribution / active EE | $3,944 | $4,890-19.3% | $4,624-14.7% | $4,379-9.9% |
| Participant deferral / active EE | $9,414 | $8,341+12.9% | $8,004+17.6% | $6,730+39.9% |
| Admin fee / account holder | $2,916 | $15,759-81.5% | $14,398-79.7% | $14,365-79.7% |