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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 | $102,595-53.4% | $94,057-49.1% | $154,746-69.1% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 32.73% | 583.42%-550.7pp | 480.62%-447.9pp | 172.34%-139.6pp |
| Employer contribution / active EE | $4,436 | $3,147+41.0% | $2,933+51.2% | $4,379+1.3% |
| Participant deferral / active EE | $13,101 | $5,118+156.0% | $4,709+178.2% | $6,730+94.7% |
| Admin fee / account holder | $4,512 | $7,736-41.7% | $7,244-37.7% | $14,365-68.6% |