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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 | $35,220 | $102,393-65.6% | $147,041-76.0% | $80,911-56.5% |
| Participation rate | 74.7% | 75.9%-1.1pp | 82.2%-7.4pp | 67.6%+7.1pp |
| Annual return | 144.68% | 134.95%+9.7pp | 419.21%-274.5pp | 35.63%+109.1pp |
| Employer contribution / active EE | $4,077 | $3,715+9.7% | $4,935-17.4% | $2,756+47.9% |
| Participant deferral / active EE | $8,829 | $6,647+32.8% | $8,071+9.4% | $4,297+105.5% |
| Admin fee / account holder | $3,817 | $7,943-51.9% | $13,006-70.7% | $6,935-45.0% |