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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 | $35,116 | $210,698-83.3% | $178,014-80.3% | $145,959-75.9% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.92% | 386.27%-372.4pp | 294.80%-280.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $3,199 | $4,567-30.0% | $3,950-19.0% | $4,661-31.4% |
| Participant deferral / active EE | $3,485 | $6,958-49.9% | $6,276-44.5% | $6,689-47.9% |
| Admin fee / account holder | $32,701 | $12,016+172.1% | $10,362+215.6% | $13,398+144.1% |