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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 | $115,881 | $111,878+3.6% | $93,727+23.6% | $145,897-20.6% |
| Participation rate | 95.0% | 74.2%+20.8pp | 68.7%+26.3pp | 80.3%+14.7pp |
| Annual return | 14.02% | 204.28%-190.3pp | 133.83%-119.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,850 | $3,092-7.8% | $2,421+17.7% | $4,663-38.9% |
| Participant deferral / active EE | $6,397 | $4,920+30.0% | $4,417+44.8% | $6,689-4.4% |
| Admin fee / account holder | $1,081 | $10,256-89.5% | $8,292-87.0% | $13,390-91.9% |