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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 | $154,754-76.7% | $124,206-71.0% | $138,895-74.1% |
| Participation rate | 78.6% | 75.5%+3.1pp | 69.6%+9.0pp | 79.9%-1.3pp |
| Annual return | 13.51% | 709.28%-695.8pp | 515.27%-501.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $4,132 | $4,446-7.1% | $3,540+16.7% | $4,194-1.5% |
| Participant deferral / active EE | $4,245 | $4,621-8.1% | $3,968+7.0% | $6,396-33.6% |
| Admin fee / account holder | $8,072 | $6,690+20.7% | $5,929+36.2% | $12,562-35.7% |