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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 | $34,018 | $107,363-68.3% | $92,909-63.4% | $152,897-77.8% |
| Participation rate | 86.4% | 79.8%+6.6pp | 76.0%+10.4pp | 82.5%+3.9pp |
| Annual return | 25.68% | 145.63%-119.9pp | 109.44%-83.8pp | 345.43%-319.7pp |
| Employer contribution / active EE | $5,156 | $4,222+22.1% | $3,653+41.1% | $4,764+8.2% |
| Participant deferral / active EE | $4,868 | $4,848+0.4% | $4,238+14.9% | $5,851-16.8% |
| Admin fee / account holder | $2,123 | $7,082-70.0% | $5,795-63.4% | $11,599-81.7% |