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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 | $114,119-61.6% | $107,187-59.1% | $138,895-68.5% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 79.9%+1.9pp |
| Annual return | 47.20% | 273.21%-226.0pp | 204.55%-157.3pp | 145.39%-98.2pp |
| Employer contribution / active EE | $3,169 | $4,059-21.9% | $3,782-16.2% | $4,194-24.4% |
| Participant deferral / active EE | $7,012 | $5,538+26.6% | $5,096+37.6% | $6,396+9.6% |
| Admin fee / account holder | $3,642 | $10,024-63.7% | $9,162-60.2% | $12,562-71.0% |