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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 | $38,385 | $111,878-65.7% | $93,727-59.0% | $145,897-73.7% |
| Participation rate | 81.0% | 74.2%+6.7pp | 68.7%+12.2pp | 80.3%+0.6pp |
| Annual return | 9.70% | 204.28%-194.6pp | 133.83%-124.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,688 | $3,092-13.1% | $2,421+11.0% | $4,663-42.4% |
| Participant deferral / active EE | $6,879 | $4,920+39.8% | $4,417+55.7% | $6,689+2.8% |
| Admin fee / account holder | $20,264 | $10,256+97.6% | $8,292+144.4% | $13,390+51.3% |