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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 | $45,107 | $102,595-56.0% | $94,057-52.0% | $154,746-70.9% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 22.27% | 583.42%-561.1pp | 480.62%-458.3pp | 172.34%-150.1pp |
| Employer contribution / active EE | $3,936 | $3,147+25.1% | $2,933+34.2% | $4,379-10.1% |
| Participant deferral / active EE | $10,894 | $5,118+112.8% | $4,709+131.3% | $6,730+61.9% |
| Admin fee / account holder | $9,187 | $7,736+18.8% | $7,244+26.8% | $14,365-36.1% |