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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 | $37,799 | $148,623-74.6% | $135,974-72.2% | $139,466-72.9% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 27.51% | 79.30%-51.8pp | 68.30%-40.8pp | 373.66%-346.2pp |
| Employer contribution / active EE | $4,945 | $5,246-5.7% | $4,859+1.8% | $4,754+4.0% |
| Participant deferral / active EE | $11,340 | $8,103+40.0% | $7,760+46.1% | $6,712+69.0% |
| Admin fee / account holder | $2,712 | $12,406-78.1% | $10,767-74.8% | $11,409-76.2% |