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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 | $111,535-73.9% | $105,223-72.3% | $137,256-78.8% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 80.0%+15.0pp |
| Annual return | 95.36% | 237.85%-142.5pp | 180.65%-85.3pp | 220.34%-125.0pp |
| Employer contribution / active EE | $4,978 | $3,939+26.4% | $3,689+35.0% | $4,156+19.8% |
| Participant deferral / active EE | $8,020 | $5,500+45.8% | $5,072+58.1% | $6,407+25.2% |
| Admin fee / account holder | $904 | $9,721-90.7% | $8,859-89.8% | $12,270-92.6% |