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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 | $49,083 | $148,623-67.0% | $135,974-63.9% | $139,466-64.8% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 25.04% | 79.30%-54.3pp | 68.30%-43.3pp | 373.66%-348.6pp |
| Employer contribution / active EE | $5,522 | $5,246+5.2% | $4,859+13.6% | $4,754+16.2% |
| Participant deferral / active EE | $12,637 | $8,103+56.0% | $7,760+62.8% | $6,712+88.3% |
| Admin fee / account holder | $36,202 | $12,406+191.8% | $10,767+236.2% | $11,409+217.3% |