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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 | $40,448 | $209,422-80.7% | $178,503-77.3% | $158,982-74.6% |
| Participation rate | 88.2% | 86.4%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | 8.93% | 188.81%-179.9pp | 151.12%-142.2pp | 302.99%-294.1pp |
| Employer contribution / active EE | $4,631 | $5,707-18.8% | $5,011-7.6% | $4,763-2.8% |
| Participant deferral / active EE | $2,266 | $5,955-62.0% | $5,202-56.4% | $5,983-62.1% |
| Admin fee / account holder | $4,752 | $17,079-72.2% | $13,987-66.0% | $11,252-57.8% |