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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 | $47,811 | $196,972-75.7% | $182,262-73.8% | $198,609-75.9% |
| Participation rate | 94.4% | 85.7%+8.7pp | 84.2%+10.2pp | 82.4%+12.1pp |
| Annual return | 18.55% | 158.27%-139.7pp | 140.60%-122.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $4,567 | $5,364-14.8% | $5,046-9.5% | $5,055-9.7% |
| Participant deferral / active EE | $8,480 | $8,643-1.9% | $8,276+2.5% | $6,977+21.5% |
| Admin fee / account holder | $2,175 | $18,429-88.2% | $16,712-87.0% | $19,030-88.6% |