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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 | $39,657 | $107,363-63.1% | $92,909-57.3% | $152,897-74.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 24.56% | 145.63%-121.1pp | 109.44%-84.9pp | 345.43%-320.9pp |
| Employer contribution / active EE | $9,239 | $4,222+118.8% | $3,653+152.9% | $4,764+93.9% |
| Participant deferral / active EE | $4,208 | $4,848-13.2% | $4,238-0.7% | $5,851-28.1% |
| Admin fee / account holder | $1,633 | $7,082-76.9% | $5,795-71.8% | $11,599-85.9% |