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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 | $35,625 | $152,612-76.7% | $125,192-71.5% | $152,897-76.7% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 24.73% | 54.85%-30.1pp | 43.79%-19.1pp | 345.43%-320.7pp |
| Employer contribution / active EE | $5,438 | $4,947+9.9% | $3,866+40.7% | $4,764+14.2% |
| Participant deferral / active EE | $13,002 | $5,868+121.6% | $4,937+163.3% | $5,851+122.2% |
| Admin fee / account holder | $20,617 | $13,437+53.4% | $9,704+112.5% | $11,599+77.7% |