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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 | $38,774 | $196,972-80.3% | $182,262-78.7% | $198,609-80.5% |
| Participation rate | 94.1% | 85.7%+8.4pp | 84.2%+9.9pp | 82.4%+11.7pp |
| Annual return | 21.10% | 158.27%-137.2pp | 140.60%-119.5pp | 202.70%-181.6pp |
| Employer contribution / active EE | $4,217 | $5,364-21.4% | $5,046-16.4% | $5,055-16.6% |
| Participant deferral / active EE | $7,604 | $8,643-12.0% | $8,276-8.1% | $6,977+9.0% |
| Admin fee / account holder | $2,002 | $18,429-89.1% | $16,712-88.0% | $19,030-89.5% |