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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 | $47,124 | $196,972-76.1% | $182,262-74.1% | $198,609-76.3% |
| Participation rate | 95.2% | 85.7%+9.5pp | 84.2%+11.0pp | 82.4%+12.9pp |
| Annual return | 40.38% | 158.27%-117.9pp | 140.60%-100.2pp | 202.70%-162.3pp |
| Employer contribution / active EE | $4,054 | $5,364-24.4% | $5,046-19.6% | $5,055-19.8% |
| Participant deferral / active EE | $10,187 | $8,643+17.9% | $8,276+23.1% | $6,977+46.0% |
| Admin fee / account holder | $3,476 | $18,429-81.1% | $16,712-79.2% | $19,030-81.7% |