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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 | $39,053 | $109,967-64.5% | $97,197-59.8% | $145,877-73.2% |
| Participation rate | 78.6% | 76.0%+2.6pp | 72.7%+5.9pp | 80.3%-1.7pp |
| Annual return | 10.21% | 244.27%-234.1pp | 75.47%-65.3pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,332 | $3,077-24.2% | $2,723-14.4% | $4,663-50.0% |
| Participant deferral / active EE | $3,321 | $4,676-29.0% | $4,263-22.1% | $6,691-50.4% |
| Admin fee / account holder | $7,554 | $6,199+21.9% | $5,637+34.0% | $13,402-43.6% |