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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 | $38,446 | $196,972-80.5% | $182,262-78.9% | $198,609-80.6% |
| Participation rate | 92.3% | 85.7%+6.6pp | 84.2%+8.1pp | 82.4%+9.9pp |
| Annual return | 20.26% | 158.27%-138.0pp | 140.60%-120.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $4,014 | $5,364-25.2% | $5,046-20.5% | $5,055-20.6% |
| Participant deferral / active EE | $7,053 | $8,643-18.4% | $8,276-14.8% | $6,977+1.1% |
| Admin fee / account holder | $3,530 | $18,429-80.8% | $16,712-78.9% | $19,030-81.5% |