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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 | $111,878-42.3% | $93,727-31.2% | $145,897-55.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 9.14% | 204.28%-195.1pp | 133.83%-124.7pp | 552.29%-543.2pp |
| Employer contribution / active EE | $4,487 | $3,092+45.1% | $2,421+85.3% | $4,663-3.8% |
| Participant deferral / active EE | $7,252 | $4,920+47.4% | $4,417+64.2% | $6,689+8.4% |
| Admin fee / account holder | $27,369 | $10,256+166.8% | $8,292+230.1% | $13,390+104.4% |