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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 | $59,382 | $196,972-69.9% | $182,262-67.4% | $198,609-70.1% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 23.81% | 158.27%-134.5pp | 140.60%-116.8pp | 202.70%-178.9pp |
| Employer contribution / active EE | $8,866 | $5,364+65.3% | $5,046+75.7% | $5,055+75.4% |
| Participant deferral / active EE | $19,827 | $8,643+129.4% | $8,276+139.6% | $6,977+184.2% |
| Admin fee / account holder | $11,053 | $18,429-40.0% | $16,712-33.9% | $19,030-41.9% |