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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 | $40,658 | $162,529-75.0% | $130,788-68.9% | $154,746-73.7% |
| Participation rate | 90.9% | 75.9%+15.1pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 22.13% | 510.48%-488.3pp | 386.44%-364.3pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,661 | $4,447-62.7% | $3,558-53.3% | $4,379-62.1% |
| Participant deferral / active EE | $9,164 | $4,808+90.6% | $4,137+121.5% | $6,730+36.2% |
| Admin fee / account holder | $304 | $7,669-96.0% | $6,673-95.4% | $14,365-97.9% |