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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 | $83,615 | $202,440-58.7% | $169,390-50.6% | $139,466-40.0% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 42.32% | 532.36%-490.0pp | 406.07%-363.7pp | 373.66%-331.3pp |
| Employer contribution / active EE | $5,703 | $4,693+21.5% | $4,013+42.1% | $4,754+20.0% |
| Participant deferral / active EE | $10,818 | $6,940+55.9% | $6,222+73.9% | $6,712+61.2% |
| Admin fee / account holder | $3,506 | $10,722-67.3% | $9,015-61.1% | $11,409-69.3% |