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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 | $43,749 | $196,972-77.8% | $182,262-76.0% | $198,609-78.0% |
| Participation rate | 88.2% | 85.7%+2.5pp | 84.2%+4.0pp | 82.4%+5.9pp |
| Annual return | 40.40% | 158.27%-117.9pp | 140.60%-100.2pp | 202.70%-162.3pp |
| Employer contribution / active EE | $2,172 | $5,364-59.5% | $5,046-57.0% | $5,055-57.0% |
| Participant deferral / active EE | $5,251 | $8,643-39.2% | $8,276-36.6% | $6,977-24.7% |
| Admin fee / account holder | $12,732 | $18,429-30.9% | $16,712-23.8% | $19,030-33.1% |