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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 | $34,165 | $226,090-84.9% | $182,531-81.3% | $152,885-77.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 33.78% | 192.57%-158.8pp | 148.57%-114.8pp | 345.39%-311.6pp |
| Employer contribution / active EE | $2,336 | $4,978-53.1% | $4,075-42.7% | $4,763-51.0% |
| Participant deferral / active EE | $9,197 | $6,369+44.4% | $5,525+66.5% | $5,851+57.2% |
| Admin fee / account holder | $541 | $10,705-94.9% | $8,593-93.7% | $11,598-95.3% |