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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 | $30,913 | $90,530-65.9% | $76,030-59.3% | $145,897-78.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 14.21% | 625.08%-610.9pp | 361.54%-347.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,152 | $3,319-35.2% | $2,688-19.9% | $4,663-53.8% |
| Participant deferral / active EE | $6,918 | $5,164+34.0% | $4,257+62.5% | $6,689+3.4% |
| Admin fee / account holder | $10,587 | $8,383+26.3% | $6,421+64.9% | $13,390-20.9% |