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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 | $87,737 | $105,200-16.6% | $159,474-45.0% | $85,847+2.2% |
| Participation rate | 91.0% | 75.8%+15.3pp | 82.8%+8.2pp | 69.3%+21.7pp |
| Annual return | 14.22% | 45.08%-30.9pp | 263.68%-249.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $3,989 | $3,319+20.2% | $4,831-17.4% | $2,565+55.5% |
| Participant deferral / active EE | $5,096 | $5,946-14.3% | $7,353-30.7% | $3,952+29.0% |
| Admin fee / account holder | $13,713 | $6,934+97.8% | $10,802+26.9% | $6,261+119.0% |