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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 | $111,785+3.7% | $93,669+23.7% | $145,877-20.6% |
| Participation rate | 95.0% | 74.2%+20.8pp | 68.7%+26.3pp | 80.3%+14.7pp |
| Annual return | 14.02% | 203.79%-189.8pp | 133.59%-119.6pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,850 | $3,096-7.9% | $2,424+17.6% | $4,663-38.9% |
| Participant deferral / active EE | $6,397 | $4,919+30.1% | $4,416+44.9% | $6,691-4.4% |
| Admin fee / account holder | $1,081 | $10,256-89.5% | $8,291-87.0% | $13,402-91.9% |