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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 | $10,096 | $149,040-93.2% | $120,225-91.6% | $137,256-92.6% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 23.42% | 605.68%-582.3pp | 439.23%-415.8pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,276 | $4,350-47.7% | $3,475-34.5% | $4,156-45.2% |
| Participant deferral / active EE | $6,613 | $4,655+42.1% | $3,999+65.4% | $6,407+3.2% |
| Admin fee / account holder | $8,034 | $6,348+26.6% | $5,696+41.0% | $12,270-34.5% |