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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 | $44,612 | $148,623-70.0% | $135,974-67.2% | $139,466-68.0% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 48.21% | 79.30%-31.1pp | 68.30%-20.1pp | 373.66%-325.5pp |
| Employer contribution / active EE | $5,486 | $5,246+4.6% | $4,859+12.9% | $4,754+15.4% |
| Participant deferral / active EE | $9,374 | $8,103+15.7% | $7,760+20.8% | $6,712+39.7% |
| Admin fee / account holder | $1,312 | $12,406-89.4% | $10,767-87.8% | $11,409-88.5% |