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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 | $37,354 | $183,516-79.6% | $155,534-76.0% | $145,884-74.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.77% | 61.43%-45.7pp | 64.92%-49.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $10,237 | $5,315+92.6% | $4,675+119.0% | $4,662+119.6% |
| Participant deferral / active EE | $4,205 | $6,467-35.0% | $5,630-25.3% | $6,690-37.1% |
| Admin fee / account holder | $6,634 | $19,293-65.6% | $15,900-58.3% | $13,392-50.5% |