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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 | $162,136-69.4% | $152,301-67.4% | $154,746-67.9% |
| Participation rate | 92.9% | 84.1%+8.8pp | 82.4%+10.4pp | 80.7%+12.2pp |
| Annual return | 23.33% | 91.02%-67.7pp | 80.50%-57.2pp | 172.34%-149.0pp |
| Employer contribution / active EE | $7,940 | $4,890+62.4% | $4,624+71.7% | $4,379+81.3% |
| Participant deferral / active EE | $15,814 | $8,341+89.6% | $8,004+97.6% | $6,730+135.0% |
| Admin fee / account holder | $15,821 | $15,759+0.4% | $14,398+9.9% | $14,365+10.1% |