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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 | $37,230 | $70,366-47.1% | $66,674-44.2% | $138,895-73.2% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.7%+20.4pp | 79.9%+14.2pp |
| Annual return | 20.42% | 386.41%-366.0pp | 321.24%-300.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,890 | $2,765+4.5% | $2,620+10.3% | $4,194-31.1% |
| Participant deferral / active EE | $6,288 | $4,374+43.8% | $4,084+54.0% | $6,396-1.7% |
| Admin fee / account holder | $3,529 | $5,262-32.9% | $5,098-30.8% | $12,562-71.9% |