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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 | $87,356 | $137,414-36.4% | $189,534-53.9% | $85,852+1.8% |
| Participation rate | 98.2% | 84.6%+13.6pp | 87.8%+10.4pp | 69.3%+28.9pp |
| Annual return | 15.39% | 38.14%-22.8pp | 555.39%-540.0pp | 318.66%-303.3pp |
| Employer contribution / active EE | $2,457 | $4,344-43.4% | $6,162-60.1% | $2,566-4.2% |
| Participant deferral / active EE | $6,698 | $6,260+7.0% | $8,220-18.5% | $3,952+69.5% |
| Admin fee / account holder | $7,830 | $8,630-9.3% | $12,049-35.0% | $6,261+25.1% |