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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 | $45,261 | $107,368-57.8% | $92,915-51.3% | $152,909-70.4% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 39.32% | 145.64%-106.3pp | 109.45%-70.1pp | 345.46%-306.1pp |
| Employer contribution / active EE | $6,150 | $4,222+45.6% | $3,653+68.3% | $4,764+29.1% |
| Participant deferral / active EE | $8,592 | $4,848+77.2% | $4,238+102.7% | $5,851+46.8% |
| Admin fee / account holder | $821 | $7,082-88.4% | $5,796-85.8% | $11,601-92.9% |