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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 | $48,759 | $176,077-72.3% | $159,455-69.4% | $167,518-70.9% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 14.89% | 331.83%-316.9pp | 263.63%-248.7pp | 478.71%-463.8pp |
| Employer contribution / active EE | $3,410 | $5,298-35.6% | $4,830-29.4% | $4,838-29.5% |
| Participant deferral / active EE | $9,231 | $7,751+19.1% | $7,353+25.5% | $6,342+45.6% |
| Admin fee / account holder | $4,583 | $12,556-63.5% | $10,800-57.6% | $12,312-62.8% |