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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 | $34,909 | $162,529-78.5% | $130,788-73.3% | $154,746-77.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 15.53% | 510.48%-494.9pp | 386.44%-370.9pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,168 | $4,447-28.8% | $3,558-11.0% | $4,379-27.7% |
| Participant deferral / active EE | $5,054 | $4,808+5.1% | $4,137+22.2% | $6,730-24.9% |
| Admin fee / account holder | $2,520 | $7,669-67.1% | $6,673-62.2% | $14,365-82.5% |