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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 | $38,548 | $168,635-77.1% | $147,617-73.9% | $125,389-69.3% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 4.08% | 77.65%-73.6pp | 61.98%-57.9pp | 282.24%-278.2pp |
| Employer contribution / active EE | $2,769 | $6,252-55.7% | $5,564-50.2% | $4,866-43.1% |
| Participant deferral / active EE | $4,795 | $5,507-12.9% | $4,895-2.1% | $5,352-10.4% |
| Admin fee / account holder | $4,652 | $13,580-65.7% | $11,612-59.9% | $9,541-51.2% |