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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 | $132,634-69.5% | $115,768-65.0% | $137,256-70.5% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.4%+18.5pp | 80.0%+12.9pp |
| Annual return | 52.26% | 160.70%-108.4pp | 100.46%-48.2pp | 220.34%-168.1pp |
| Employer contribution / active EE | $5,932 | $3,360+76.6% | $2,940+101.8% | $4,156+42.7% |
| Participant deferral / active EE | $9,987 | $5,619+77.8% | $4,917+103.1% | $6,407+55.9% |
| Admin fee / account holder | $1,422 | $15,028-90.5% | $12,439-88.6% | $12,270-88.4% |