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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 | $92,342 | $105,200-12.2% | $159,474-42.1% | $85,847+7.6% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 13.28% | 45.08%-31.8pp | 263.68%-250.4pp | 318.61%-305.3pp |
| Employer contribution / active EE | $2,945 | $3,319-11.3% | $4,831-39.0% | $2,565+14.8% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,608 | $6,934-62.4% | $10,802-75.9% | $6,261-58.3% |