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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 | $44,025 | $165,361-73.4% | $149,715-70.6% | $158,950-72.3% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 45.12% | 348.24%-303.1pp | 276.66%-231.5pp | 302.91%-257.8pp |
| Employer contribution / active EE | $1,829 | $5,103-64.2% | $4,645-60.6% | $4,762-61.6% |
| Participant deferral / active EE | $7,191 | $7,182+0.1% | $6,842+5.1% | $5,983+20.2% |
| Admin fee / account holder | $436 | $10,808-96.0% | $9,310-95.3% | $11,248-96.1% |