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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 | $90,691-57.5% | $76,119-49.4% | $145,884-73.6% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 12.10% | 624.52%-612.4pp | 361.25%-349.1pp | 551.85%-539.7pp |
| Employer contribution / active EE | $7,800 | $3,329+134.3% | $2,693+189.7% | $4,662+67.3% |
| Participant deferral / active EE | $5,890 | $5,167+14.0% | $4,259+38.3% | $6,690-11.9% |
| Admin fee / account holder | $3,508 | $8,383-58.2% | $6,421-45.4% | $13,392-73.8% |