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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 | $45,234 | $149,040-69.6% | $120,225-62.4% | $137,256-67.0% |
| Participation rate | 88.2% | 75.4%+12.8pp | 69.6%+18.7pp | 80.0%+8.3pp |
| Annual return | 40.07% | 605.68%-565.6pp | 439.23%-399.2pp | 220.34%-180.3pp |
| Employer contribution / active EE | $3,465 | $4,350-20.3% | $3,475-0.3% | $4,156-16.6% |
| Participant deferral / active EE | $4,700 | $4,655+1.0% | $3,999+17.5% | $6,407-26.6% |
| Admin fee / account holder | $5,322 | $6,348-16.2% | $5,696-6.6% | $12,270-56.6% |