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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 | $40,410 | $72,071-43.9% | $68,368-40.9% | $137,256-70.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 20.10% | 353.14%-333.0pp | 292.57%-272.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,417 | $2,788+22.6% | $2,649+29.0% | $4,156-17.8% |
| Participant deferral / active EE | $7,258 | $4,410+64.6% | $4,123+76.0% | $6,407+13.3% |
| Admin fee / account holder | $1,351 | $5,336-74.7% | $5,150-73.8% | $12,270-89.0% |