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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 | $33,566 | $102,385-67.2% | $147,080-77.2% | $80,935-58.5% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 41.84% | 135.09%-93.3pp | 420.17%-378.3pp | 35.66%+6.2pp |
| Employer contribution / active EE | $3,675 | $3,717-1.1% | $4,933-25.5% | $2,757+33.3% |
| Participant deferral / active EE | $7,896 | $6,651+18.7% | $8,066-2.1% | $4,299+83.7% |
| Admin fee / account holder | $10,746 | $7,951+35.1% | $12,989-17.3% | $6,924+55.2% |