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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 | $33,964 | $107,363-68.4% | $92,909-63.4% | $152,897-77.8% |
| Participation rate | 95.2% | 79.8%+15.4pp | 76.0%+19.2pp | 82.5%+12.8pp |
| Annual return | 21.18% | 145.63%-124.4pp | 109.44%-88.3pp | 345.43%-324.2pp |
| Employer contribution / active EE | $2,803 | $4,222-33.6% | $3,653-23.3% | $4,764-41.2% |
| Participant deferral / active EE | $3,946 | $4,848-18.6% | $4,238-6.9% | $5,851-32.6% |
| Admin fee / account holder | $3,500 | $7,082-50.6% | $5,795-39.6% | $11,599-69.8% |