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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 | $41,445 | $162,136-74.4% | $152,301-72.8% | $154,746-73.2% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 19.87% | 91.02%-71.2pp | 80.50%-60.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $4,913 | $4,890+0.5% | $4,624+6.2% | $4,379+12.2% |
| Participant deferral / active EE | $18,430 | $8,341+121.0% | $8,004+130.3% | $6,730+173.8% |
| Admin fee / account holder | $1,151 | $15,759-92.7% | $14,398-92.0% | $14,365-92.0% |