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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 | $36,024 | $162,529-77.8% | $130,788-72.5% | $154,746-76.7% |
| Participation rate | 78.6% | 75.9%+2.7pp | 70.1%+8.5pp | 80.7%-2.1pp |
| Annual return | 13.51% | 510.48%-497.0pp | 386.44%-372.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $4,132 | $4,447-7.1% | $3,558+16.1% | $4,379-5.7% |
| Participant deferral / active EE | $4,245 | $4,808-11.7% | $4,137+2.6% | $6,730-36.9% |
| Admin fee / account holder | $8,072 | $7,669+5.3% | $6,673+21.0% | $14,365-43.8% |