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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 | $102,429-6.8% | $147,096-35.1% | $80,925+17.9% |
| Participation rate | 94.3% | 75.9%+18.4pp | 82.2%+12.1pp | 67.7%+26.6pp |
| Annual return | 29.22% | 135.02%-105.8pp | 419.75%-390.5pp | 35.65%-6.4pp |
| Employer contribution / active EE | $3,959 | $3,716+6.6% | $4,936-19.8% | $2,756+43.7% |
| Participant deferral / active EE | $8,060 | $6,649+21.2% | $8,071-0.1% | $4,299+87.5% |
| Admin fee / account holder | $2,619 | $7,957-67.1% | $13,005-79.9% | $6,940-62.3% |