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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 | $42,820 | $111,535-61.6% | $105,223-59.3% | $137,256-68.8% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 20.44% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $6,642 | $3,939+68.6% | $3,689+80.1% | $4,156+59.8% |
| Participant deferral / active EE | $4,638 | $5,500-15.7% | $5,072-8.6% | $6,407-27.6% |
| Admin fee / account holder | $793 | $9,721-91.8% | $8,859-91.0% | $12,270-93.5% |