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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 | $98,724 | $100,139-1.4% | $85,187+15.9% | $145,884-32.3% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.1pp | 80.3%+11.4pp |
| Annual return | 17.15% | 84.15%-67.0pp | 66.67%-49.5pp | 551.85%-534.7pp |
| Employer contribution / active EE | $5,739 | $3,238+77.3% | $2,732+110.0% | $4,662+23.1% |
| Participant deferral / active EE | $10,168 | $5,296+92.0% | $4,525+124.7% | $6,690+52.0% |
| Admin fee / account holder | $1,639 | $7,262-77.4% | $6,162-73.4% | $13,392-87.8% |