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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 | $33,162 | $167,030-80.1% | $135,768-75.6% | $155,188-78.6% |
| Participation rate | 78.9% | 76.2%+2.8pp | 71.1%+7.9pp | 80.8%-1.9pp |
| Annual return | 11.08% | 678.39%-667.3pp | 526.10%-515.0pp | 148.84%-137.8pp |
| Employer contribution / active EE | $2,079 | $4,132-49.7% | $3,394-38.7% | $4,248-51.0% |
| Participant deferral / active EE | $1,082 | $4,528-76.1% | $3,977-72.8% | $6,531-83.4% |
| Admin fee / account holder | $5,166 | $8,172-36.8% | $7,048-26.7% | $14,480-64.3% |