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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 | $39,251 | $150,197-73.9% | $120,368-67.4% | $145,959-73.1% |
| Participation rate | 82.4% | 78.8%+3.6pp | 71.9%+10.4pp | 80.3%+2.1pp |
| Annual return | 15.73% | 154.26%-138.5pp | 107.26%-91.5pp | 561.95%-546.2pp |
| Employer contribution / active EE | $2,717 | $4,350-37.5% | $3,465-21.6% | $4,661-41.7% |
| Participant deferral / active EE | $4,454 | $6,174-27.9% | $4,991-10.8% | $6,689-33.4% |
| Admin fee / account holder | $11,825 | $12,216-3.2% | $9,429+25.4% | $13,398-11.7% |