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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 | $36,815 | $90,530-59.3% | $76,030-51.6% | $145,897-74.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 11.69% | 625.08%-613.4pp | 361.54%-349.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $3,141 | $3,319-5.4% | $2,688+16.9% | $4,663-32.6% |
| Participant deferral / active EE | $5,121 | $5,164-0.8% | $4,257+20.3% | $6,689-23.4% |
| Admin fee / account holder | $1,431 | $8,383-82.9% | $6,421-77.7% | $13,390-89.3% |