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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 | $32,995 | $90,530-63.6% | $76,030-56.6% | $145,897-77.4% |
| Participation rate | 76.5% | 74.4%+2.0pp | 69.1%+7.4pp | 80.3%-3.8pp |
| Annual return | 11.34% | 625.08%-613.7pp | 361.54%-350.2pp | 552.29%-540.9pp |
| Employer contribution / active EE | $8,811 | $3,319+165.5% | $2,688+227.9% | $4,663+89.0% |
| Participant deferral / active EE | $6,971 | $5,164+35.0% | $4,257+63.7% | $6,689+4.2% |
| Admin fee / account holder | $9,071 | $8,383+8.2% | $6,421+41.3% | $13,390-32.3% |