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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 | $44,937 | $165,381-72.8% | $149,730-70.0% | $158,966-71.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 49.54% | 348.29%-298.8pp | 276.70%-227.2pp | 302.95%-253.4pp |
| Employer contribution / active EE | $4,379 | $5,104-14.2% | $4,645-5.7% | $4,762-8.1% |
| Participant deferral / active EE | $4,115 | $7,182-42.7% | $6,843-39.9% | $5,983-31.2% |
| Admin fee / account holder | $1,395 | $10,809-87.1% | $9,310-85.0% | $11,250-87.6% |