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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 | $91,734 | $105,210-12.8% | $159,487-42.5% | $85,851+6.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.94% | 45.08%-32.1pp | 263.71%-250.8pp | 318.63%-305.7pp |
| Employer contribution / active EE | $4,732 | $3,319+42.6% | $4,831-2.0% | $2,565+84.5% |
| Participant deferral / active EE | $6,210 | $5,946+4.4% | $7,354-15.6% | $3,952+57.1% |
| Admin fee / account holder | $5,035 | $6,934-27.4% | $10,804-53.4% | $6,261-19.6% |