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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 | $123,750-71.2% | $69,611-48.9% | $145,877-75.6% |
| Participation rate | 79.2% | 69.2%+10.0pp | 66.4%+12.7pp | 80.3%-1.1pp |
| Annual return | 10.05% | 192.03%-182.0pp | 101.14%-91.1pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,273 | $2,672-14.9% | $1,709+33.1% | $4,663-51.2% |
| Participant deferral / active EE | $3,844 | $4,243-9.4% | $2,891+33.0% | $6,691-42.6% |
| Admin fee / account holder | $7,246 | $7,817-7.3% | $4,696+54.3% | $13,402-45.9% |