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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 | $45,261 | $102,595-55.9% | $94,057-51.9% | $154,746-70.8% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 80.7%+13.7pp |
| Annual return | 18.12% | 583.42%-565.3pp | 480.62%-462.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,805 | $3,147-10.9% | $2,933-4.4% | $4,379-35.9% |
| Participant deferral / active EE | $6,761 | $5,118+32.1% | $4,709+43.6% | $6,730+0.5% |
| Admin fee / account holder | $12,922 | $7,736+67.0% | $7,244+78.4% | $14,365-10.0% |