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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 | $149,040-72.7% | $120,225-66.2% | $137,256-70.4% |
| Participation rate | 90.9% | 75.4%+15.5pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 22.13% | 605.68%-583.5pp | 439.23%-417.1pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,661 | $4,350-61.8% | $3,475-52.2% | $4,156-60.0% |
| Participant deferral / active EE | $9,164 | $4,655+96.9% | $3,999+129.2% | $6,407+43.0% |
| Admin fee / account holder | $304 | $6,348-95.2% | $5,696-94.7% | $12,270-97.5% |