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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 | $33,267 | $162,529-79.5% | $130,788-74.6% | $154,746-78.5% |
| Participation rate | 78.9% | 75.9%+3.1pp | 70.1%+8.8pp | 80.7%-1.8pp |
| Annual return | 16.78% | 510.48%-493.7pp | 386.44%-369.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,228 | $4,447-49.9% | $3,558-37.4% | $4,379-49.1% |
| Participant deferral / active EE | $2,809 | $4,808-41.6% | $4,137-32.1% | $6,730-58.3% |
| Admin fee / account holder | $5,332 | $7,669-30.5% | $6,673-20.1% | $14,365-62.9% |