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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 | $34,609 | $102,595-66.3% | $94,057-63.2% | $154,746-77.6% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 21.43% | 583.42%-562.0pp | 480.62%-459.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $2,293 | $3,147-27.1% | $2,933-21.8% | $4,379-47.6% |
| Participant deferral / active EE | $7,653 | $5,118+49.5% | $4,709+62.5% | $6,730+13.7% |
| Admin fee / account holder | $1,307 | $7,736-83.1% | $7,244-82.0% | $14,365-90.9% |