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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 | $95,242 | $108,882-12.5% | $96,754-1.6% | $154,746-38.5% |
| Participation rate | 95.2% | 75.1%+20.2pp | 70.3%+25.0pp | 80.7%+14.5pp |
| Annual return | 20.38% | 98.39%-78.0pp | 82.04%-61.7pp | 172.34%-152.0pp |
| Employer contribution / active EE | $6,392 | $3,018+111.8% | $2,679+138.6% | $4,379+46.0% |
| Participant deferral / active EE | $9,549 | $5,323+79.4% | $4,758+100.7% | $6,730+41.9% |
| Admin fee / account holder | $1,512 | $10,200-85.2% | $8,905-83.0% | $14,365-89.5% |