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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 | $134,817-65.3% | $123,973-62.3% | $155,188-69.9% |
| Participation rate | 81.3% | 79.4%+1.9pp | 76.7%+4.6pp | 80.8%+0.4pp |
| Annual return | 43.46% | 515.49%-472.0pp | 388.13%-344.7pp | 148.84%-105.4pp |
| Employer contribution / active EE | $3,094 | $4,425-30.1% | $4,126-25.0% | $4,248-27.2% |
| Participant deferral / active EE | $5,147 | $5,706-9.8% | $5,247-1.9% | $6,531-21.2% |
| Admin fee / account holder | $8,952 | $13,245-32.4% | $11,799-24.1% | $14,480-38.2% |