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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 | $47,838 | $72,071-33.6% | $68,368-30.0% | $137,256-65.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 32.73% | 353.14%-320.4pp | 292.57%-259.8pp | 220.34%-187.6pp |
| Employer contribution / active EE | $4,436 | $2,788+59.1% | $2,649+67.5% | $4,156+6.7% |
| Participant deferral / active EE | $13,101 | $4,410+197.1% | $4,123+217.8% | $6,407+104.5% |
| Admin fee / account holder | $4,512 | $5,336-15.4% | $5,150-12.4% | $12,270-63.2% |