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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 | $95,431 | $102,382-6.8% | $147,005-35.1% | $80,874+18.0% |
| Participation rate | 94.3% | 75.8%+18.4pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 29.22% | 134.89%-105.7pp | 418.76%-389.5pp | 35.62%-6.4pp |
| Employer contribution / active EE | $3,959 | $3,715+6.6% | $4,934-19.8% | $2,756+43.7% |
| Participant deferral / active EE | $8,060 | $6,646+21.3% | $8,070-0.1% | $4,297+87.6% |
| Admin fee / account holder | $2,619 | $7,942-67.0% | $13,006-79.9% | $6,935-62.2% |