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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 | $29,115 | $129,737-77.6% | $119,126-75.6% | $154,746-81.2% |
| Participation rate | 95.0% | 78.9%+16.1pp | 75.8%+19.2pp | 80.7%+14.3pp |
| Annual return | 95.36% | 379.08%-283.7pp | 282.11%-186.7pp | 172.34%-77.0pp |
| Employer contribution / active EE | $4,978 | $4,375+13.8% | $4,034+23.4% | $4,379+13.7% |
| Participant deferral / active EE | $8,020 | $5,842+37.3% | $5,318+50.8% | $6,730+19.2% |
| Admin fee / account holder | $904 | $11,961-92.4% | $10,693-91.5% | $14,365-93.7% |