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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 | $46,650 | $154,193-69.7% | $130,045-64.1% | $139,466-66.6% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.5%+16.7pp | 80.3%+14.9pp |
| Annual return | 31.90% | 32.51%-0.6pp | -137.30%+169.2pp | 373.66%-341.8pp |
| Employer contribution / active EE | $6,538 | $5,292+23.5% | $4,321+51.3% | $4,754+37.5% |
| Participant deferral / active EE | $6,420 | $6,709-4.3% | $5,820+10.3% | $6,712-4.4% |
| Admin fee / account holder | $5,208 | $13,989-62.8% | $10,600-50.9% | $11,409-54.3% |