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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 | $40,507 | $139,948-71.1% | $121,663-66.7% | $154,746-73.8% |
| Participation rate | 92.9% | 78.0%+14.8pp | 74.5%+18.4pp | 80.7%+12.2pp |
| Annual return | 52.26% | 230.52%-178.3pp | 147.54%-95.3pp | 172.34%-120.1pp |
| Employer contribution / active EE | $5,932 | $3,521+68.5% | $3,020+96.4% | $4,379+35.5% |
| Participant deferral / active EE | $9,987 | $5,629+77.4% | $4,887+104.4% | $6,730+48.4% |
| Admin fee / account holder | $1,422 | $17,321-91.8% | $14,289-90.0% | $14,365-90.1% |