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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 | $90,614-63.6% | $76,089-56.6% | $145,877-77.4% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.1%+7.4pp | 80.3%-3.8pp |
| Annual return | 11.34% | 623.80%-612.5pp | 360.94%-349.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $8,811 | $3,324+165.1% | $2,690+227.6% | $4,663+89.0% |
| Participant deferral / active EE | $6,971 | $5,168+34.9% | $4,259+63.7% | $6,691+4.2% |
| Admin fee / account holder | $9,071 | $8,376+8.3% | $6,418+41.3% | $13,402-32.3% |