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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 | $92,674 | $105,210-11.9% | $159,487-41.9% | $85,851+7.9% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.8%+16.0pp | 69.3%+29.5pp |
| Annual return | 33.93% | 45.08%-11.2pp | 263.71%-229.8pp | 318.63%-284.7pp |
| Employer contribution / active EE | $4,110 | $3,319+23.8% | $4,831-14.9% | $2,565+60.2% |
| Participant deferral / active EE | $4,083 | $5,946-31.3% | $7,354-44.5% | $3,952+3.3% |
| Admin fee / account holder | $8,130 | $6,934+17.2% | $10,804-24.8% | $6,261+29.8% |