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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 | $154,228-67.8% | $145,433-65.9% | $137,256-63.8% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 23.33% | 74.59%-51.3pp | 66.58%-43.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $7,940 | $4,804+65.3% | $4,554+74.3% | $4,156+91.0% |
| Participant deferral / active EE | $15,814 | $8,216+92.5% | $7,897+100.2% | $6,407+146.8% |
| Admin fee / account holder | $15,821 | $14,344+10.3% | $13,129+20.5% | $12,270+28.9% |