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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 | $35,596 | $123,982-71.3% | $69,701-48.9% | $145,959-75.6% |
| Participation rate | 79.2% | 69.2%+10.0pp | 66.4%+12.7pp | 80.3%-1.1pp |
| Annual return | 10.05% | 191.01%-181.0pp | 100.32%-90.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,273 | $2,681-15.2% | $1,713+32.7% | $4,661-51.2% |
| Participant deferral / active EE | $3,844 | $4,236-9.3% | $2,887+33.1% | $6,689-42.5% |
| Admin fee / account holder | $7,246 | $7,867-7.9% | $4,717+53.6% | $13,398-45.9% |