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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 | $44,800 | $111,785-59.9% | $93,669-52.2% | $145,877-69.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 9.78% | 203.79%-194.0pp | 133.59%-123.8pp | 551.28%-541.5pp |
| Employer contribution / active EE | $3,590 | $3,096+16.0% | $2,424+48.1% | $4,663-23.0% |
| Participant deferral / active EE | $6,194 | $4,919+25.9% | $4,416+40.3% | $6,691-7.4% |
| Admin fee / account holder | $16,409 | $10,256+60.0% | $8,291+97.9% | $13,402+22.4% |