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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 | $84,267 | $105,195-19.9% | $159,450-47.2% | $85,854-1.8% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.9pp | 69.3%+27.4pp |
| Annual return | 19.78% | 45.08%-25.3pp | 263.60%-243.8pp | 318.56%-298.8pp |
| Employer contribution / active EE | $3,731 | $3,319+12.4% | $4,830-22.8% | $2,565+45.4% |
| Participant deferral / active EE | $6,809 | $5,946+14.5% | $7,352-7.4% | $3,952+72.3% |
| Admin fee / account holder | $12,222 | $6,934+76.3% | $10,800+13.2% | $6,260+95.2% |