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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 | $97,752 | $137,414-28.9% | $189,520-48.4% | $85,856+13.9% |
| Participation rate | 98.8% | 84.6%+14.2pp | 87.8%+11.0pp | 69.3%+29.5pp |
| Annual return | 16.98% | 38.14%-21.2pp | 555.25%-538.3pp | 318.58%-301.6pp |
| Employer contribution / active EE | $3,998 | $4,344-8.0% | $6,161-35.1% | $2,565+55.9% |
| Participant deferral / active EE | $8,006 | $6,260+27.9% | $8,220-2.6% | $3,952+102.6% |
| Admin fee / account holder | $2,432 | $8,630-71.8% | $12,046-79.8% | $6,261-61.2% |