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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 | $155,555-69.7% | $146,866-67.9% | $155,188-69.6% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.5%+12.7pp | 80.8%+14.4pp |
| Annual return | 40.38% | 115.41%-75.0pp | 102.85%-62.5pp | 148.84%-108.5pp |
| Employer contribution / active EE | $4,054 | $4,647-12.7% | $4,425-8.4% | $4,248-4.6% |
| Participant deferral / active EE | $10,187 | $8,044+26.6% | $7,759+31.3% | $6,531+56.0% |
| Admin fee / account holder | $3,476 | $14,755-76.4% | $13,620-74.5% | $14,480-76.0% |