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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 | $48,284 | $118,708-59.3% | $98,920-51.2% | $158,982-69.6% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 33.92% | 372.49%-338.6pp | 196.47%-162.6pp | 302.99%-269.1pp |
| Employer contribution / active EE | $3,099 | $3,334-7.0% | $2,689+15.2% | $4,763-34.9% |
| Participant deferral / active EE | $7,068 | $5,089+38.9% | $4,245+66.5% | $5,983+18.1% |
| Admin fee / account holder | $3,523 | $10,134-65.2% | $6,643-47.0% | $11,252-68.7% |