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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 | $38,501 | $90,530-57.5% | $76,030-49.4% | $145,897-73.6% |
| Participation rate | 88.9% | 74.4%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 12.10% | 625.08%-613.0pp | 361.54%-349.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $7,800 | $3,319+135.0% | $2,688+190.2% | $4,663+67.3% |
| Participant deferral / active EE | $5,890 | $5,164+14.1% | $4,257+38.4% | $6,689-11.9% |
| Admin fee / account holder | $3,508 | $8,383-58.2% | $6,421-45.4% | $13,390-73.8% |