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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 | $162,136-76.1% | $152,301-74.5% | $154,746-74.9% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 21.10% | 91.02%-69.9pp | 80.50%-59.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $4,217 | $4,890-13.8% | $4,624-8.8% | $4,379-3.7% |
| Participant deferral / active EE | $7,604 | $8,341-8.8% | $8,004-5.0% | $6,730+13.0% |
| Admin fee / account holder | $2,002 | $15,759-87.3% | $14,398-86.1% | $14,365-86.1% |