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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 | $90,783 | $79,955+13.5% | $98,461-7.8% | $75,173+20.8% |
| Participation rate | 97.0% | 70.4%+26.6pp | 75.2%+21.8pp | 67.2%+29.8pp |
| Annual return | 107.38% | 19.75%+87.6pp | 21.17%+86.2pp | 160.72%-53.3pp |
| Employer contribution / active EE | $2,301 | $2,264+1.6% | $3,049-24.5% | $2,671-13.9% |
| Participant deferral / active EE | $6,869 | $3,752+83.0% | $4,738+45.0% | $4,126+66.5% |
| Admin fee / account holder | $2,251 | $6,841-67.1% | $8,961-74.9% | $5,651-60.2% |