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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 | $46,767 | $129,737-64.0% | $119,126-60.7% | $154,746-69.8% |
| Participation rate | 81.3% | 78.9%+2.4pp | 75.8%+5.5pp | 80.7%+0.5pp |
| Annual return | 43.46% | 379.08%-335.6pp | 282.11%-238.6pp | 172.34%-128.9pp |
| Employer contribution / active EE | $3,094 | $4,375-29.3% | $4,034-23.3% | $4,379-29.3% |
| Participant deferral / active EE | $5,147 | $5,842-11.9% | $5,318-3.2% | $6,730-23.5% |
| Admin fee / account holder | $8,952 | $11,961-25.2% | $10,693-16.3% | $14,365-37.7% |