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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 | $50,229 | $104,924-52.1% | $84,623-40.6% | $152,885-67.1% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.5%-11.0pp |
| Annual return | 33.47% | 373.82%-340.3pp | 258.77%-225.3pp | 345.39%-311.9pp |
| Employer contribution / active EE | $3,466 | $3,302+5.0% | $2,652+30.7% | $4,763-27.2% |
| Participant deferral / active EE | $8,544 | $4,689+82.2% | $3,899+119.1% | $5,851+46.0% |
| Admin fee / account holder | $6,003 | $6,242-3.8% | $4,913+22.2% | $11,598-48.2% |