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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 | $33,786 | $118,877-71.6% | $96,570-65.0% | $167,536-79.8% |
| Participation rate | 93.3% | 75.5%+17.8pp | 69.8%+23.5pp | 82.1%+11.2pp |
| Annual return | 60.45% | 50.50%+10.0pp | 37.79%+22.7pp | 478.82%-418.4pp |
| Employer contribution / active EE | $3,664 | $3,121+17.4% | $2,357+55.4% | $4,839-24.3% |
| Participant deferral / active EE | $9,162 | $4,617+98.4% | $3,849+138.0% | $6,342+44.5% |
| Admin fee / account holder | $6,520 | $8,069-19.2% | $6,182+5.5% | $12,315-47.1% |