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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 | $33,853 | $125,193-73.0% | $105,591-67.9% | $145,978-76.8% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.0pp |
| Annual return | 30.49% | 225.53%-195.0pp | 116.43%-85.9pp | 550.52%-520.0pp |
| Employer contribution / active EE | $8,343 | $3,718+124.4% | $3,166+163.5% | $4,662+79.0% |
| Participant deferral / active EE | $7,088 | $5,708+24.2% | $5,008+41.5% | $6,690+6.0% |
| Admin fee / account holder | $752 | $17,277-95.7% | $11,024-93.2% | $13,400-94.4% |