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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 | $47,124 | $162,136-70.9% | $152,301-69.1% | $154,746-69.5% |
| Participation rate | 95.2% | 84.1%+11.1pp | 82.4%+12.8pp | 80.7%+14.5pp |
| Annual return | 40.38% | 91.02%-50.6pp | 80.50%-40.1pp | 172.34%-132.0pp |
| Employer contribution / active EE | $4,054 | $4,890-17.1% | $4,624-12.3% | $4,379-7.4% |
| Participant deferral / active EE | $10,187 | $8,341+22.1% | $8,004+27.3% | $6,730+51.4% |
| Admin fee / account holder | $3,476 | $15,759-77.9% | $14,398-75.9% | $14,365-75.8% |