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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 | $35,880 | $108,897-67.1% | $100,378-64.3% | $145,877-75.4% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 33.09% | 58.17%-25.1pp | 49.41%-16.3pp | 551.28%-518.2pp |
| Employer contribution / active EE | $7,068 | $4,420+59.9% | $3,942+79.3% | $4,663+51.6% |
| Participant deferral / active EE | $13,358 | $8,455+58.0% | $8,087+65.2% | $6,691+99.6% |
| Admin fee / account holder | $10,687 | $9,690+10.3% | $7,899+35.3% | $13,402-20.3% |