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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 | $102,385-10.8% | $147,080-37.9% | $80,935+12.8% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 21.69% | 135.09%-113.4pp | 420.17%-398.5pp | 35.66%-14.0pp |
| Employer contribution / active EE | $4,077 | $3,717+9.7% | $4,933-17.4% | $2,757+47.9% |
| Participant deferral / active EE | $8,342 | $6,651+25.4% | $8,066+3.4% | $4,299+94.0% |
| Admin fee / account holder | $7,404 | $7,951-6.9% | $12,989-43.0% | $6,924+6.9% |