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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 | $38,652 | $183,516-78.9% | $155,534-75.1% | $145,884-73.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.17% | 61.43%-47.3pp | 64.92%-50.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $4,313 | $5,315-18.8% | $4,675-7.7% | $4,662-7.5% |
| Participant deferral / active EE | $4,780 | $6,467-26.1% | $5,630-15.1% | $6,690-28.5% |
| Admin fee / account holder | $334 | $19,293-98.3% | $15,900-97.9% | $13,392-97.5% |