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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 | $30,788 | $105,198-70.7% | $159,455-80.7% | $85,856-64.1% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.8%+6.9pp | 69.3%+20.4pp |
| Annual return | 34.63% | 45.08%-10.4pp | 263.63%-229.0pp | 318.58%-284.0pp |
| Employer contribution / active EE | $3,314 | $3,319-0.2% | $4,830-31.4% | $2,565+29.2% |
| Participant deferral / active EE | $7,136 | $5,946+20.0% | $7,353-3.0% | $3,952+80.6% |
| Admin fee / account holder | $2,285 | $6,934-67.0% | $10,800-78.8% | $6,261-63.5% |