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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 | $34,650 | $109,372-68.3% | $89,414-61.2% | $158,966-78.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 12.86% | 345.55%-332.7pp | 245.50%-232.6pp | 302.95%-290.1pp |
| Employer contribution / active EE | $2,914 | $3,171-8.1% | $2,586+12.7% | $4,762-38.8% |
| Participant deferral / active EE | $10,863 | $4,598+136.2% | $3,890+179.3% | $5,983+81.6% |
| Admin fee / account holder | $2,927 | $6,156-52.5% | $4,883-40.1% | $11,250-74.0% |