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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 | $35,297 | $102,595-65.6% | $94,057-62.5% | $154,746-77.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 12.34% | 583.42%-571.1pp | 480.62%-468.3pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,297 | $3,147-27.0% | $2,933-21.7% | $4,379-47.6% |
| Participant deferral / active EE | $9,416 | $5,118+84.0% | $4,709+99.9% | $6,730+39.9% |
| Admin fee / account holder | $14,685 | $7,736+89.8% | $7,244+102.7% | $14,365+2.2% |