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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 | $44,365 | $109,411-59.5% | $89,435-50.4% | $158,982-72.1% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.4pp | 82.0%-10.5pp |
| Annual return | 24.10% | 345.68%-321.6pp | 245.55%-221.5pp | 302.99%-278.9pp |
| Employer contribution / active EE | $3,224 | $3,173+1.6% | $2,587+24.6% | $4,763-32.3% |
| Participant deferral / active EE | $7,490 | $4,600+62.8% | $3,890+92.5% | $5,983+25.2% |
| Admin fee / account holder | $1,241 | $6,159-79.8% | $4,884-74.6% | $11,252-89.0% |