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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 | $33,901 | $112,112-69.8% | $95,956-64.7% | $158,950-78.7% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 12.30% | 171.15%-158.8pp | 91.63%-79.3pp | 302.91%-290.6pp |
| Employer contribution / active EE | $3,015 | $3,199-5.7% | $2,541+18.6% | $4,762-36.7% |
| Participant deferral / active EE | $7,104 | $4,784+48.5% | $4,167+70.5% | $5,983+18.7% |
| Admin fee / account holder | $8,063 | $10,134-20.4% | $6,797+18.6% | $11,248-28.3% |