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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 | $196,972-79.0% | $182,262-77.3% | $198,609-79.1% |
| Participation rate | 95.0% | 85.7%+9.3pp | 84.2%+10.8pp | 82.4%+12.6pp |
| Annual return | 19.87% | 158.27%-138.4pp | 140.60%-120.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $4,913 | $5,364-8.4% | $5,046-2.6% | $5,055-2.8% |
| Participant deferral / active EE | $18,430 | $8,643+113.2% | $8,276+122.7% | $6,977+164.2% |
| Admin fee / account holder | $1,151 | $18,429-93.8% | $16,712-93.1% | $19,030-94.0% |