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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 | $102,422-6.8% | $147,117-35.1% | $80,959+17.9% |
| Participation rate | 94.3% | 75.9%+18.4pp | 82.2%+12.1pp | 67.7%+26.6pp |
| Annual return | 29.22% | 135.16%-105.9pp | 420.54%-391.3pp | 35.67%-6.5pp |
| Employer contribution / active EE | $3,959 | $3,717+6.5% | $4,932-19.7% | $2,757+43.6% |
| Participant deferral / active EE | $8,060 | $6,652+21.2% | $8,065-0.1% | $4,300+87.4% |
| Admin fee / account holder | $2,619 | $7,953-67.1% | $12,993-79.8% | $6,925-62.2% |