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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 | $35,855 | $117,846-69.6% | $102,434-65.0% | $145,884-75.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 15.81% | 31.90%-16.1pp | 29.46%-13.6pp | 551.85%-536.0pp |
| Employer contribution / active EE | $4,319 | $3,615+19.5% | $3,023+42.9% | $4,662-7.4% |
| Participant deferral / active EE | $6,714 | $5,733+17.1% | $5,055+32.8% | $6,690+0.4% |
| Admin fee / account holder | $44,455 | $13,356+232.9% | $9,462+369.8% | $13,392+232.0% |