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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 | $55,395 | $180,749-69.4% | $160,784-65.5% | $137,256-59.6% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 18.70% | 2234.46%-2215.8pp | 1803.92%-1785.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,726 | $4,155-10.3% | $3,733-0.2% | $4,156-10.4% |
| Participant deferral / active EE | $9,623 | $6,844+40.6% | $6,293+52.9% | $6,407+50.2% |
| Admin fee / account holder | $2,615 | $10,397-74.8% | $9,717-73.1% | $12,270-78.7% |