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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 | $31,534 | $155,555-79.7% | $146,866-78.5% | $155,188-79.7% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.5%+12.2pp | 80.8%+13.9pp |
| Annual return | 40.98% | 115.41%-74.4pp | 102.85%-61.9pp | 148.84%-107.9pp |
| Employer contribution / active EE | $5,012 | $4,647+7.9% | $4,425+13.3% | $4,248+18.0% |
| Participant deferral / active EE | $6,554 | $8,044-18.5% | $7,759-15.5% | $6,531+0.4% |
| Admin fee / account holder | $4,305 | $14,755-70.8% | $13,620-68.4% | $14,480-70.3% |