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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 | $34,570 | $226,135-84.7% | $182,558-81.1% | $152,909-77.4% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.0%+14.3pp | 82.5%+9.9pp |
| Annual return | 27.03% | 192.60%-165.6pp | 148.59%-121.6pp | 345.46%-318.4pp |
| Employer contribution / active EE | $8,827 | $4,979+77.3% | $4,076+116.5% | $4,764+85.3% |
| Participant deferral / active EE | $5,833 | $6,371-8.4% | $5,526+5.6% | $5,851-0.3% |
| Admin fee / account holder | $1,581 | $10,707-85.2% | $8,594-81.6% | $11,601-86.4% |