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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 | $72,071-48.3% | $68,368-45.5% | $137,256-72.9% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.0%+14.2pp |
| Annual return | 20.42% | 353.14%-332.7pp | 292.57%-272.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,890 | $2,788+3.7% | $2,649+9.1% | $4,156-30.5% |
| Participant deferral / active EE | $6,288 | $4,410+42.6% | $4,123+52.5% | $6,407-1.9% |
| Admin fee / account holder | $3,529 | $5,336-33.9% | $5,150-31.5% | $12,270-71.2% |