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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 | $101,282 | $105,200-3.7% | $159,474-36.5% | $85,847+18.0% |
| Participation rate | 94.9% | 75.8%+19.2pp | 82.8%+12.1pp | 69.3%+25.6pp |
| Annual return | 16.76% | 45.08%-28.3pp | 263.68%-246.9pp | 318.61%-301.8pp |
| Employer contribution / active EE | $3,743 | $3,319+12.8% | $4,831-22.5% | $2,565+45.9% |
| Participant deferral / active EE | $9,349 | $5,946+57.2% | $7,353+27.1% | $3,952+136.5% |
| Admin fee / account holder | $8,439 | $6,934+21.7% | $10,802-21.9% | $6,261+34.8% |