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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 | $40,239 | $111,785-64.0% | $93,669-57.0% | $145,877-72.4% |
| Participation rate | 91.3% | 74.2%+17.1pp | 68.7%+22.6pp | 80.3%+11.0pp |
| Annual return | 12.77% | 203.79%-191.0pp | 133.59%-120.8pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,675 | $3,096-45.9% | $2,424-30.9% | $4,663-64.1% |
| Participant deferral / active EE | $2,612 | $4,919-46.9% | $4,416-40.8% | $6,691-61.0% |
| Admin fee / account holder | $9,740 | $10,256-5.0% | $8,291+17.5% | $13,402-27.3% |