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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 | $111,201 | $112,935-1.5% | $90,970+22.2% | $158,966-30.0% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 20.58% | 215.79%-195.2pp | 134.58%-114.0pp | 302.95%-282.4pp |
| Employer contribution / active EE | $1,895 | $2,895-34.5% | $2,122-10.7% | $4,762-60.2% |
| Participant deferral / active EE | $2,369 | $4,129-42.6% | $3,373-29.8% | $5,983-60.4% |
| Admin fee / account holder | $8,523 | $8,045+5.9% | $5,960+43.0% | $11,250-24.2% |