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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 | $43,112 | $107,353-59.8% | $92,903-53.6% | $152,885-71.8% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 23.36% | 145.62%-122.3pp | 109.43%-86.1pp | 345.39%-322.0pp |
| Employer contribution / active EE | $5,444 | $4,222+28.9% | $3,653+49.0% | $4,763+14.3% |
| Participant deferral / active EE | $5,768 | $4,848+19.0% | $4,238+36.1% | $5,851-1.4% |
| Admin fee / account holder | $2,876 | $7,081-59.4% | $5,795-50.4% | $11,598-75.2% |