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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 | $50,663 | $196,972-74.3% | $182,262-72.2% | $198,609-74.5% |
| Participation rate | 95.5% | 85.7%+9.8pp | 84.2%+11.2pp | 82.4%+13.1pp |
| Annual return | 24.95% | 158.27%-133.3pp | 140.60%-115.6pp | 202.70%-177.7pp |
| Employer contribution / active EE | $5,203 | $5,364-3.0% | $5,046+3.1% | $5,055+2.9% |
| Participant deferral / active EE | $14,749 | $8,643+70.7% | $8,276+78.2% | $6,977+111.4% |
| Admin fee / account holder | $903 | $18,429-95.1% | $16,712-94.6% | $19,030-95.3% |