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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 | $35,851 | $196,972-81.8% | $182,262-80.3% | $198,609-81.9% |
| Participation rate | 95.0% | 85.7%+9.3pp | 84.2%+10.8pp | 82.4%+12.6pp |
| Annual return | 25.42% | 158.27%-132.9pp | 140.60%-115.2pp | 202.70%-177.3pp |
| Employer contribution / active EE | $3,645 | $5,364-32.0% | $5,046-27.8% | $5,055-27.9% |
| Participant deferral / active EE | $10,992 | $8,643+27.2% | $8,276+32.8% | $6,977+57.6% |
| Admin fee / account holder | $1,758 | $18,429-90.5% | $16,712-89.5% | $19,030-90.8% |