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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 | $56,742 | $85,171-33.4% | $172,753-67.2% | $72,976-22.2% |
| Participation rate | 72.4% | 70.1%+2.4pp | 82.6%-10.2pp | 69.5%+2.9pp |
| Annual return | 23.65% | 27.32%-3.7pp | 803.00%-779.4pp | 81.02%-57.4pp |
| Employer contribution / active EE | $3,797 | $3,324+14.2% | $5,144-26.2% | $2,440+55.6% |
| Participant deferral / active EE | $5,314 | $3,260+63.0% | $5,198+2.2% | $3,608+47.3% |
| Admin fee / account holder | $10,102 | $5,880+71.8% | $13,956-27.6% | $5,124+97.1% |