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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 | $103,257 | $118,708-13.0% | $98,920+4.4% | $158,982-35.1% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 18.64% | 372.49%-353.9pp | 196.47%-177.8pp | 302.99%-284.4pp |
| Employer contribution / active EE | $3,821 | $3,334+14.6% | $2,689+42.1% | $4,763-19.8% |
| Participant deferral / active EE | $4,021 | $5,089-21.0% | $4,245-5.3% | $5,983-32.8% |
| Admin fee / account holder | $8,919 | $10,134-12.0% | $6,643+34.3% | $11,252-20.7% |