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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 | $40,388 | $72,071-44.0% | $68,368-40.9% | $137,256-70.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 25.52% | 353.14%-327.6pp | 292.57%-267.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $2,166 | $2,788-22.3% | $2,649-18.2% | $4,156-47.9% |
| Participant deferral / active EE | $9,320 | $4,410+111.3% | $4,123+126.1% | $6,407+45.5% |
| Admin fee / account holder | $436 | $5,336-91.8% | $5,150-91.5% | $12,270-96.4% |