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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 | $132,099-69.3% | $115,599-65.0% | $138,895-70.8% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.3%+18.6pp | 79.9%+12.9pp |
| Annual return | 52.26% | 176.76%-124.5pp | 111.10%-58.8pp | 145.39%-93.1pp |
| Employer contribution / active EE | $5,932 | $3,416+73.7% | $2,955+100.7% | $4,194+41.4% |
| Participant deferral / active EE | $9,987 | $5,617+77.8% | $4,889+104.3% | $6,396+56.1% |
| Admin fee / account holder | $1,422 | $15,650-90.9% | $12,841-88.9% | $12,562-88.7% |