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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 | $56,622 | $148,623-61.9% | $135,974-58.4% | $139,466-59.4% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 15.98% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $3,995 | $5,246-23.9% | $4,859-17.8% | $4,754-16.0% |
| Participant deferral / active EE | $10,159 | $8,103+25.4% | $7,760+30.9% | $6,712+51.4% |
| Admin fee / account holder | $1,890 | $12,406-84.8% | $10,767-82.4% | $11,409-83.4% |