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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 | $37,544 | $100,203-62.5% | $85,240-56.0% | $145,897-74.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.47% | 84.28%-71.8pp | 66.75%-54.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,827 | $3,242-12.8% | $2,735+3.3% | $4,663-39.4% |
| Participant deferral / active EE | $12,192 | $5,299+130.1% | $4,527+169.3% | $6,689+82.3% |
| Admin fee / account holder | $6,315 | $7,265-13.1% | $6,165+2.4% | $13,390-52.8% |