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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 | $82,771 | $105,198-21.3% | $159,455-48.1% | $85,856-3.6% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.8%+16.0pp | 69.3%+29.5pp |
| Annual return | 38.66% | 45.08%-6.4pp | 263.63%-225.0pp | 318.58%-279.9pp |
| Employer contribution / active EE | $3,951 | $3,319+19.0% | $4,830-18.2% | $2,565+54.0% |
| Participant deferral / active EE | $9,709 | $5,946+63.3% | $7,353+32.0% | $3,952+145.7% |
| Admin fee / account holder | $3,506 | $6,934-49.4% | $10,800-67.5% | $6,261-44.0% |