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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 | $91,302 | $102,393-10.8% | $147,041-37.9% | $80,911+12.8% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 21.69% | 134.95%-113.3pp | 419.21%-397.5pp | 35.63%-13.9pp |
| Employer contribution / active EE | $4,077 | $3,715+9.7% | $4,935-17.4% | $2,756+47.9% |
| Participant deferral / active EE | $8,342 | $6,647+25.5% | $8,071+3.4% | $4,297+94.1% |
| Admin fee / account holder | $7,404 | $7,943-6.8% | $13,006-43.1% | $6,935+6.8% |