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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 | $40,638 | $160,040-74.6% | $147,096-72.4% | $145,877-72.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 36.13% | 98.49%-62.4pp | 419.75%-383.6pp | 551.28%-515.2pp |
| Employer contribution / active EE | $4,416 | $5,289-16.5% | $4,936-10.5% | $4,663-5.3% |
| Participant deferral / active EE | $8,244 | $8,429-2.2% | $8,071+2.1% | $6,691+23.2% |
| Admin fee / account holder | $1,052 | $15,050-93.0% | $13,005-91.9% | $13,402-92.1% |