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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 | $92,070 | $105,200-12.5% | $159,474-42.3% | $85,847+7.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 19.96% | 45.08%-25.1pp | 263.68%-243.7pp | 318.61%-298.6pp |
| Employer contribution / active EE | $1,692 | $3,319-49.0% | $4,831-65.0% | $2,565-34.0% |
| Participant deferral / active EE | $10,272 | $5,946+72.8% | $7,353+39.7% | $3,952+159.9% |
| Admin fee / account holder | $1,137 | $6,934-83.6% | $10,802-89.5% | $6,261-81.8% |