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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 | $162,136-75.6% | $152,301-74.0% | $154,746-74.4% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 19.27% | 91.02%-71.8pp | 80.50%-61.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $6,867 | $4,890+40.4% | $4,624+48.5% | $4,379+56.8% |
| Participant deferral / active EE | $12,700 | $8,341+52.3% | $8,004+58.7% | $6,730+88.7% |
| Admin fee / account holder | $15,034 | $15,759-4.6% | $14,398+4.4% | $14,365+4.7% |