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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 | $49,637 | $196,972-74.8% | $182,262-72.8% | $198,609-75.0% |
| Participation rate | 92.9% | 85.7%+7.2pp | 84.2%+8.6pp | 82.4%+10.5pp |
| Annual return | 23.33% | 158.27%-134.9pp | 140.60%-117.3pp | 202.70%-179.4pp |
| Employer contribution / active EE | $7,940 | $5,364+48.0% | $5,046+57.4% | $5,055+57.1% |
| Participant deferral / active EE | $15,814 | $8,643+83.0% | $8,276+91.1% | $6,977+126.7% |
| Admin fee / account holder | $15,821 | $18,429-14.1% | $16,712-5.3% | $19,030-16.9% |