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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 | $43,130 | $72,071-40.2% | $68,368-36.9% | $137,256-68.6% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 14.55% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,865 | $2,788+74.5% | $2,649+83.7% | $4,156+17.1% |
| Participant deferral / active EE | $6,364 | $4,410+44.3% | $4,123+54.4% | $6,407-0.7% |
| Admin fee / account holder | $1,004 | $5,336-81.2% | $5,150-80.5% | $12,270-91.8% |