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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 | $39,641 | $196,972-79.9% | $182,262-78.3% | $198,609-80.0% |
| Participation rate | 94.4% | 85.7%+8.7pp | 84.2%+10.2pp | 82.4%+12.1pp |
| Annual return | 19.27% | 158.27%-139.0pp | 140.60%-121.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $6,867 | $5,364+28.0% | $5,046+36.1% | $5,055+35.8% |
| Participant deferral / active EE | $12,700 | $8,643+47.0% | $8,276+53.5% | $6,977+82.0% |
| Admin fee / account holder | $15,034 | $18,429-18.4% | $16,712-10.0% | $19,030-21.0% |