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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 | $167,030-72.9% | $135,768-66.7% | $155,188-70.9% |
| Participation rate | 88.2% | 76.2%+12.1pp | 71.1%+17.2pp | 80.8%+7.4pp |
| Annual return | 40.07% | 678.39%-638.3pp | 526.10%-486.0pp | 148.84%-108.8pp |
| Employer contribution / active EE | $3,465 | $4,132-16.2% | $3,394+2.1% | $4,248-18.4% |
| Participant deferral / active EE | $4,700 | $4,528+3.8% | $3,977+18.2% | $6,531-28.0% |
| Admin fee / account holder | $5,322 | $8,172-34.9% | $7,048-24.5% | $14,480-63.2% |