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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 | $40,763 | $104,937-61.2% | $84,628-51.8% | $152,897-73.3% |
| Participation rate | 92.3% | 74.8%+17.5pp | 68.2%+24.1pp | 82.5%+9.9pp |
| Annual return | 26.03% | 373.88%-347.8pp | 258.80%-232.8pp | 345.43%-319.4pp |
| Employer contribution / active EE | $8,212 | $3,303+148.6% | $2,653+209.6% | $4,764+72.4% |
| Participant deferral / active EE | $5,679 | $4,690+21.1% | $3,900+45.6% | $5,851-2.9% |
| Admin fee / account holder | $478 | $6,243-92.3% | $4,914-90.3% | $11,599-95.9% |