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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 | $38,618 | $96,388-59.9% | $80,627-52.1% | $139,466-72.3% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 24.33% | 1352.08%-1327.7pp | 936.76%-912.4pp | 373.66%-349.3pp |
| Employer contribution / active EE | $3,192 | $3,260-2.1% | $2,723+17.2% | $4,754-32.9% |
| Participant deferral / active EE | $8,567 | $5,224+64.0% | $4,443+92.8% | $6,712+27.6% |
| Admin fee / account holder | $4,918 | $6,603-25.5% | $5,381-8.6% | $11,409-56.9% |