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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 | $97,464 | $105,210-7.4% | $159,487-38.9% | $85,851+13.5% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.8%+7.8pp | 69.3%+21.3pp |
| Annual return | 13.75% | 45.08%-31.3pp | 263.71%-250.0pp | 318.63%-304.9pp |
| Employer contribution / active EE | $4,792 | $3,319+44.4% | $4,831-0.8% | $2,565+86.8% |
| Participant deferral / active EE | $5,341 | $5,946-10.2% | $7,354-27.4% | $3,952+35.1% |
| Admin fee / account holder | $586 | $6,934-91.6% | $10,804-94.6% | $6,261-90.6% |