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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 | $162,529-72.2% | $130,788-65.4% | $154,746-70.8% |
| Participation rate | 88.2% | 75.9%+12.4pp | 70.1%+18.1pp | 80.7%+7.5pp |
| Annual return | 40.07% | 510.48%-470.4pp | 386.44%-346.4pp | 172.34%-132.3pp |
| Employer contribution / active EE | $3,465 | $4,447-22.1% | $3,558-2.6% | $4,379-20.9% |
| Participant deferral / active EE | $4,700 | $4,808-2.2% | $4,137+13.6% | $6,730-30.2% |
| Admin fee / account holder | $5,322 | $7,669-30.6% | $6,673-20.2% | $14,365-63.0% |