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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 | $115,814-15.9% | $101,275-3.8% | $158,982-38.7% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 14.94% | 56.16%-41.2pp | 46.48%-31.5pp | 302.99%-288.1pp |
| Employer contribution / active EE | $2,284 | $4,176-45.3% | $3,660-37.6% | $4,763-52.0% |
| Participant deferral / active EE | $5,203 | $4,958+4.9% | $4,371+19.0% | $5,983-13.0% |
| Admin fee / account holder | $2,468 | $7,249-66.0% | $5,948-58.5% | $11,252-78.1% |