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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 | $42,073 | $90,530-53.5% | $76,030-44.7% | $145,897-71.2% |
| Participation rate | 94.7% | 74.4%+20.3pp | 69.1%+25.7pp | 80.3%+14.4pp |
| Annual return | 16.14% | 625.08%-608.9pp | 361.54%-345.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $3,004 | $3,319-9.5% | $2,688+11.8% | $4,663-35.6% |
| Participant deferral / active EE | $3,900 | $5,164-24.5% | $4,257-8.4% | $6,689-41.7% |
| Admin fee / account holder | $7,809 | $8,383-6.9% | $6,421+21.6% | $13,390-41.7% |