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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 | $102,595-69.7% | $94,057-66.9% | $154,746-79.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 14.38% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,832 | $3,147-10.0% | $2,933-3.5% | $4,379-35.3% |
| Participant deferral / active EE | $6,563 | $5,118+28.2% | $4,709+39.4% | $6,730-2.5% |
| Admin fee / account holder | $16,809 | $7,736+117.3% | $7,244+132.0% | $14,365+17.0% |