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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 | $36,657 | $112,915-67.5% | $90,965-59.7% | $158,950-76.9% |
| Participation rate | 94.1% | 74.7%+19.4pp | 69.0%+25.1pp | 82.0%+12.2pp |
| Annual return | 19.37% | 215.75%-196.4pp | 134.57%-115.2pp | 302.91%-283.5pp |
| Employer contribution / active EE | $3,043 | $2,894+5.2% | $2,122+43.4% | $4,762-36.1% |
| Participant deferral / active EE | $5,987 | $4,128+45.0% | $3,373+77.5% | $5,983+0.1% |
| Admin fee / account holder | $1,164 | $8,044-85.5% | $5,960-80.5% | $11,248-89.7% |