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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 | $162,529-73.4% | $130,788-66.9% | $154,746-72.0% |
| Participation rate | 93.3% | 75.9%+17.5pp | 70.1%+23.2pp | 80.7%+12.6pp |
| Annual return | 40.96% | 510.48%-469.5pp | 386.44%-345.5pp | 172.34%-131.4pp |
| Employer contribution / active EE | $5,632 | $4,447+26.6% | $3,558+58.3% | $4,379+28.6% |
| Participant deferral / active EE | $7,998 | $4,808+66.3% | $4,137+93.3% | $6,730+18.8% |
| Admin fee / account holder | $822 | $7,669-89.3% | $6,673-87.7% | $14,365-94.3% |