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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 | $110,039-65.9% | $97,260-61.4% | $145,884-74.3% |
| Participation rate | 81.3% | 75.9%+5.3pp | 72.7%+8.6pp | 80.3%+0.9pp |
| Annual return | 10.94% | 244.44%-233.5pp | 75.54%-64.6pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,101 | $3,074-64.2% | $2,721-59.5% | $4,662-76.4% |
| Participant deferral / active EE | $1,561 | $4,674-66.6% | $4,262-63.4% | $6,690-76.7% |
| Admin fee / account holder | $7,432 | $6,204+19.8% | $5,640+31.8% | $13,392-44.5% |