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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 | $33,503 | $198,457-83.1% | $170,435-80.3% | $147,586-77.3% |
| Participation rate | 91.3% | 88.0%+3.3pp | 83.6%+7.7pp | 82.8%+8.5pp |
| Annual return | 22.65% | 257.30%-234.7pp | 205.94%-183.3pp | 578.59%-555.9pp |
| Employer contribution / active EE | $4,553 | $6,183-26.4% | $5,432-16.2% | $4,876-6.6% |
| Participant deferral / active EE | $6,482 | $5,629+15.2% | $4,939+31.2% | $5,439+19.2% |
| Admin fee / account holder | $3,245 | $16,852-80.7% | $13,881-76.6% | $10,886-70.2% |