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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 | $37,336 | $68,097-45.2% | $62,929-40.7% | $137,256-72.8% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 19.12% | 1859.11%-1840.0pp | 1063.93%-1044.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,364 | $2,811+55.2% | $2,505+74.2% | $4,156+5.0% |
| Participant deferral / active EE | $13,427 | $4,553+194.9% | $3,888+245.3% | $6,407+109.6% |
| Admin fee / account holder | $10,589 | $6,521+62.4% | $5,065+109.1% | $12,270-13.7% |