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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 | $43,620 | $148,629-70.7% | $135,982-67.9% | $139,487-68.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 397.53% | 79.33%+318.2pp | 68.32%+329.2pp | 373.84%+23.7pp |
| Employer contribution / active EE | $3,224 | $5,247-38.5% | $4,859-33.6% | $4,755-32.2% |
| Participant deferral / active EE | $5,021 | $8,102-38.0% | $7,760-35.3% | $6,713-25.2% |
| Admin fee / account holder | $333 | $12,406-97.3% | $10,767-96.9% | $11,407-97.1% |