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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 | $62,103 | $107,363-42.2% | $92,909-33.2% | $152,897-59.4% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.5%-0.1pp |
| Annual return | 24.94% | 145.63%-120.7pp | 109.44%-84.5pp | 345.43%-320.5pp |
| Employer contribution / active EE | $2,074 | $4,222-50.9% | $3,653-43.2% | $4,764-56.5% |
| Participant deferral / active EE | $10,989 | $4,848+126.7% | $4,238+159.3% | $5,851+87.8% |
| Admin fee / account holder | $7,513 | $7,082+6.1% | $5,795+29.6% | $11,599-35.2% |