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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 | $111,878-64.0% | $93,727-57.1% | $145,897-72.4% |
| Participation rate | 91.3% | 74.2%+17.1pp | 68.7%+22.6pp | 80.3%+11.0pp |
| Annual return | 12.77% | 204.28%-191.5pp | 133.83%-121.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,675 | $3,092-45.8% | $2,421-30.8% | $4,663-64.1% |
| Participant deferral / active EE | $2,612 | $4,920-46.9% | $4,417-40.9% | $6,689-61.0% |
| Admin fee / account holder | $9,740 | $10,256-5.0% | $8,292+17.5% | $13,390-27.3% |