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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 | $102,595-60.6% | $94,057-57.1% | $154,746-73.9% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 25.52% | 583.42%-557.9pp | 480.62%-455.1pp | 172.34%-146.8pp |
| Employer contribution / active EE | $2,166 | $3,147-31.2% | $2,933-26.1% | $4,379-50.5% |
| Participant deferral / active EE | $9,320 | $5,118+82.1% | $4,709+97.9% | $6,730+38.5% |
| Admin fee / account holder | $436 | $7,736-94.4% | $7,244-94.0% | $14,365-97.0% |