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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 | $43,930 | $105,200-58.2% | $159,474-72.5% | $85,847-48.8% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 27.62% | 45.08%-17.5pp | 263.68%-236.1pp | 318.61%-291.0pp |
| Employer contribution / active EE | $5,025 | $3,319+51.4% | $4,831+4.0% | $2,565+95.9% |
| Participant deferral / active EE | $9,149 | $5,946+53.9% | $7,353+24.4% | $3,952+131.5% |
| Admin fee / account holder | $3,435 | $6,934-50.5% | $10,802-68.2% | $6,261-45.1% |