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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 | $37,508 | $109,967-65.9% | $97,197-61.4% | $145,877-74.3% |
| Participation rate | 81.3% | 76.0%+5.3pp | 72.7%+8.6pp | 80.3%+0.9pp |
| Annual return | 10.94% | 244.27%-233.3pp | 75.47%-64.5pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,101 | $3,077-64.2% | $2,723-59.5% | $4,663-76.4% |
| Participant deferral / active EE | $1,561 | $4,676-66.6% | $4,263-63.4% | $6,691-76.7% |
| Admin fee / account holder | $7,432 | $6,199+19.9% | $5,637+31.8% | $13,402-44.5% |