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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 | $97,392 | $115,796-15.9% | $101,264-3.8% | $158,950-38.7% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 14.94% | 56.15%-41.2pp | 46.48%-31.5pp | 302.91%-288.0pp |
| Employer contribution / active EE | $2,284 | $4,175-45.3% | $3,660-37.6% | $4,762-52.0% |
| Participant deferral / active EE | $5,203 | $4,958+4.9% | $4,370+19.1% | $5,983-13.0% |
| Admin fee / account holder | $2,468 | $7,247-65.9% | $5,947-58.5% | $11,248-78.1% |