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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 | $35,185 | $99,652-64.7% | $78,778-55.3% | $147,585-76.2% |
| Participation rate | 92.9% | 76.2%+16.6pp | 69.2%+23.7pp | 82.8%+10.0pp |
| Annual return | 10.75% | 47.28%-36.5pp | 35.62%-24.9pp | 578.58%-567.8pp |
| Employer contribution / active EE | $3,066 | $2,796+9.7% | $1,986+54.4% | $4,876-37.1% |
| Participant deferral / active EE | $6,581 | $3,664+79.6% | $2,958+122.5% | $5,439+21.0% |
| Admin fee / account holder | $3,357 | $7,155-53.1% | $5,134-34.6% | $10,886-69.2% |