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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 | $100,764 | $102,429-1.6% | $147,096-31.5% | $80,925+24.5% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 13.97% | 135.02%-121.1pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $4,120 | $3,716+10.9% | $4,936-16.5% | $2,756+49.5% |
| Participant deferral / active EE | $7,814 | $6,649+17.5% | $8,071-3.2% | $4,299+81.8% |
| Admin fee / account holder | $1,151 | $7,957-85.5% | $13,005-91.2% | $6,940-83.4% |