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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 | $94,393 | $105,210-10.3% | $159,487-40.8% | $85,851+9.9% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.8%+12.7pp | 69.3%+26.2pp |
| Annual return | 20.47% | 45.08%-24.6pp | 263.71%-243.2pp | 318.63%-298.2pp |
| Employer contribution / active EE | $2,248 | $3,319-32.3% | $4,831-53.5% | $2,565-12.4% |
| Participant deferral / active EE | $7,317 | $5,946+23.1% | $7,354-0.5% | $3,952+85.1% |
| Admin fee / account holder | $935 | $6,934-86.5% | $10,804-91.3% | $6,261-85.1% |