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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 | $24,374 | $148,623-83.6% | $135,974-82.1% | $139,466-82.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 32.21% | 79.30%-47.1pp | 68.30%-36.1pp | 373.66%-341.5pp |
| Employer contribution / active EE | $6,494 | $5,246+23.8% | $4,859+33.7% | $4,754+36.6% |
| Participant deferral / active EE | $7,173 | $8,103-11.5% | $7,760-7.6% | $6,712+6.9% |
| Admin fee / account holder | $3,525 | $12,406-71.6% | $10,767-67.3% | $11,409-69.1% |