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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 | $32,332 | $107,363-69.9% | $92,909-65.2% | $152,897-78.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 13.29% | 145.63%-132.3pp | 109.44%-96.2pp | 345.43%-332.1pp |
| Employer contribution / active EE | $5,196 | $4,222+23.1% | $3,653+42.2% | $4,764+9.1% |
| Participant deferral / active EE | $12,003 | $4,848+147.6% | $4,238+183.2% | $5,851+105.1% |
| Admin fee / account holder | $3,656 | $7,082-48.4% | $5,795-36.9% | $11,599-68.5% |