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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 | $20,280 | $162,529-87.5% | $130,788-84.5% | $154,746-86.9% |
| Participation rate | 90.0% | 75.9%+14.1pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 22.23% | 510.48%-488.2pp | 386.44%-364.2pp | 172.34%-150.1pp |
| Employer contribution / active EE | $2,965 | $4,447-33.3% | $3,558-16.7% | $4,379-32.3% |
| Participant deferral / active EE | $4,650 | $4,808-3.3% | $4,137+12.4% | $6,730-30.9% |
| Admin fee / account holder | $376 | $7,669-95.1% | $6,673-94.4% | $14,365-97.4% |