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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 | $33,025 | $150,412-78.0% | $120,574-72.6% | $145,884-77.4% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 12.61% | 154.50%-141.9pp | 107.42%-94.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,658 | $4,355-39.0% | $3,471-23.4% | $4,662-43.0% |
| Participant deferral / active EE | $3,986 | $6,175-35.4% | $4,996-20.2% | $6,690-40.4% |
| Admin fee / account holder | $3,867 | $12,224-68.4% | $9,445-59.1% | $13,392-71.1% |