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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 | $33,339 | $111,878-70.2% | $93,727-64.4% | $145,897-77.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.10% | 204.28%-192.2pp | 133.83%-121.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $3,265 | $3,092+5.6% | $2,421+34.8% | $4,663-30.0% |
| Participant deferral / active EE | $7,179 | $4,920+45.9% | $4,417+62.5% | $6,689+7.3% |
| Admin fee / account holder | $19,771 | $10,256+92.8% | $8,292+138.4% | $13,390+47.6% |