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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 | $31,133 | $70,366-55.8% | $66,674-53.3% | $138,895-77.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 14.38% | 386.41%-372.0pp | 321.24%-306.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,832 | $2,765+2.4% | $2,620+8.1% | $4,194-32.5% |
| Participant deferral / active EE | $6,563 | $4,374+50.0% | $4,084+60.7% | $6,396+2.6% |
| Admin fee / account holder | $16,809 | $5,262+219.4% | $5,098+229.7% | $12,562+33.8% |