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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 | $41,422 | $117,895-64.9% | $102,460-59.6% | $145,897-71.6% |
| Participation rate | 77.8% | 78.6%-0.9pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 20.17% | 31.92%-11.8pp | 29.47%-9.3pp | 552.29%-532.1pp |
| Employer contribution / active EE | $6,597 | $3,619+82.3% | $3,025+118.1% | $4,663+41.5% |
| Participant deferral / active EE | $10,683 | $5,736+86.2% | $5,056+111.3% | $6,689+59.7% |
| Admin fee / account holder | $21,033 | $13,353+57.5% | $9,460+122.3% | $13,390+57.1% |