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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 | $90,614-57.5% | $76,089-49.4% | $145,877-73.6% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 12.10% | 623.80%-611.7pp | 360.94%-348.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $7,800 | $3,324+134.6% | $2,690+190.0% | $4,663+67.3% |
| Participant deferral / active EE | $5,890 | $5,168+14.0% | $4,259+38.3% | $6,691-12.0% |
| Admin fee / account holder | $3,508 | $8,376-58.1% | $6,418-45.3% | $13,402-73.8% |