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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 | $64,510 | $111,814-42.3% | $93,654-31.1% | $145,959-55.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 9.14% | 203.30%-194.2pp | 133.34%-124.2pp | 561.95%-552.8pp |
| Employer contribution / active EE | $4,487 | $3,092+45.1% | $2,421+85.3% | $4,661-3.7% |
| Participant deferral / active EE | $7,252 | $4,914+47.6% | $4,413+64.4% | $6,689+8.4% |
| Admin fee / account holder | $27,369 | $10,246+167.1% | $8,282+230.4% | $13,398+104.3% |