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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 | $43,802 | $111,535-60.7% | $105,223-58.4% | $137,256-68.1% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 47.20% | 237.85%-190.7pp | 180.65%-133.5pp | 220.34%-173.1pp |
| Employer contribution / active EE | $3,169 | $3,939-19.6% | $3,689-14.1% | $4,156-23.8% |
| Participant deferral / active EE | $7,012 | $5,500+27.5% | $5,072+38.3% | $6,407+9.4% |
| Admin fee / account holder | $3,642 | $9,721-62.5% | $8,859-58.9% | $12,270-70.3% |