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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 | $33,670 | $115,814-70.9% | $101,275-66.8% | $158,982-78.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 18.16% | 56.16%-38.0pp | 46.48%-28.3pp | 302.99%-284.8pp |
| Employer contribution / active EE | $3,541 | $4,176-15.2% | $3,660-3.3% | $4,763-25.7% |
| Participant deferral / active EE | $11,724 | $4,958+136.4% | $4,371+168.2% | $5,983+95.9% |
| Admin fee / account holder | $19,002 | $7,249+162.1% | $5,948+219.5% | $11,252+68.9% |