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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 | $90,516 | $137,414-34.1% | $189,520-52.2% | $85,856+5.4% |
| Participation rate | 77.8% | 84.6%-6.8pp | 87.8%-10.0pp | 69.3%+8.5pp |
| Annual return | 14.93% | 38.14%-23.2pp | 555.25%-540.3pp | 318.58%-303.7pp |
| Employer contribution / active EE | $4,729 | $4,344+8.9% | $6,161-23.2% | $2,565+84.4% |
| Participant deferral / active EE | $7,676 | $6,260+22.6% | $8,220-6.6% | $3,952+94.2% |
| Admin fee / account holder | $8,125 | $8,630-5.8% | $12,046-32.5% | $6,261+29.8% |