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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 | $40,465 | $183,988-78.0% | $162,177-75.0% | $152,897-73.5% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.5%+2.2pp |
| Annual return | 29.63% | 150.79%-121.2pp | 115.60%-86.0pp | 345.43%-315.8pp |
| Employer contribution / active EE | $8,282 | $6,370+30.0% | $5,613+47.6% | $4,764+73.9% |
| Participant deferral / active EE | $8,896 | $8,032+10.8% | $7,297+21.9% | $5,851+52.0% |
| Admin fee / account holder | $8,490 | $13,123-35.3% | $10,843-21.7% | $11,599-26.8% |