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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 | $123,859-71.3% | $69,632-48.9% | $145,897-75.6% |
| Participation rate | 79.2% | 69.2%+10.0pp | 66.4%+12.7pp | 80.3%-1.1pp |
| Annual return | 10.05% | 192.49%-182.4pp | 101.32%-91.3pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,273 | $2,673-15.0% | $1,708+33.1% | $4,663-51.2% |
| Participant deferral / active EE | $3,844 | $4,242-9.4% | $2,889+33.0% | $6,689-42.5% |
| Admin fee / account holder | $7,246 | $7,817-7.3% | $4,695+54.3% | $13,390-45.9% |