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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 | $98,440 | $100,139-1.7% | $85,187+15.6% | $145,884-32.5% |
| Participation rate | 94.4% | 74.1%+20.3pp | 67.5%+26.9pp | 80.3%+14.1pp |
| Annual return | 11.88% | 84.15%-72.3pp | 66.67%-54.8pp | 551.85%-540.0pp |
| Employer contribution / active EE | $3,974 | $3,238+22.7% | $2,732+45.4% | $4,662-14.8% |
| Participant deferral / active EE | $4,801 | $5,296-9.3% | $4,525+6.1% | $6,690-28.2% |
| Admin fee / account holder | $1,394 | $7,262-80.8% | $6,162-77.4% | $13,392-89.6% |