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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 | $43,267 | $149,040-71.0% | $120,225-64.0% | $137,256-68.5% |
| Participation rate | 93.3% | 75.4%+17.9pp | 69.6%+23.8pp | 80.0%+13.4pp |
| Annual return | 40.96% | 605.68%-564.7pp | 439.23%-398.3pp | 220.34%-179.4pp |
| Employer contribution / active EE | $5,632 | $4,350+29.5% | $3,475+62.0% | $4,156+35.5% |
| Participant deferral / active EE | $7,998 | $4,655+71.8% | $3,999+100.0% | $6,407+24.8% |
| Admin fee / account holder | $822 | $6,348-87.1% | $5,696-85.6% | $12,270-93.3% |