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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 | $100,845 | $90,691+11.2% | $76,119+32.5% | $145,884-30.9% |
| Participation rate | 84.2% | 74.5%+9.7pp | 69.1%+15.1pp | 80.3%+3.9pp |
| Annual return | 17.20% | 624.52%-607.3pp | 361.25%-344.0pp | 551.85%-534.6pp |
| Employer contribution / active EE | $2,504 | $3,329-24.8% | $2,693-7.0% | $4,662-46.3% |
| Participant deferral / active EE | $8,708 | $5,167+68.5% | $4,259+104.4% | $6,690+30.2% |
| Admin fee / account holder | $26,144 | $8,383+211.9% | $6,421+307.1% | $13,392+95.2% |