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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 | $98,023 | $105,198-6.8% | $159,455-38.5% | $85,856+14.2% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.8%+4.8pp | 69.3%+18.3pp |
| Annual return | 15.62% | 45.08%-29.5pp | 263.63%-248.0pp | 318.58%-303.0pp |
| Employer contribution / active EE | $3,748 | $3,319+12.9% | $4,830-22.4% | $2,565+46.1% |
| Participant deferral / active EE | $10,932 | $5,946+83.9% | $7,353+48.7% | $3,952+176.6% |
| Admin fee / account holder | $2,103 | $6,934-69.7% | $10,800-80.5% | $6,261-66.4% |