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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 | $98,214 | $105,210-6.6% | $159,487-38.4% | $85,851+14.4% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.8%+12.6pp | 69.3%+26.1pp |
| Annual return | 17.94% | 45.08%-27.1pp | 263.71%-245.8pp | 318.63%-300.7pp |
| Employer contribution / active EE | $3,332 | $3,319+0.4% | $4,831-31.0% | $2,565+29.9% |
| Participant deferral / active EE | $6,987 | $5,946+17.5% | $7,354-5.0% | $3,952+76.8% |
| Admin fee / account holder | $1,568 | $6,934-77.4% | $10,804-85.5% | $6,261-75.0% |