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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 | $101,804 | $104,953-3.0% | $84,637+20.3% | $152,909-33.4% |
| Participation rate | 91.7% | 74.8%+16.8pp | 68.2%+23.4pp | 82.5%+9.2pp |
| Annual return | 21.77% | 373.94%-352.2pp | 258.82%-237.1pp | 345.46%-323.7pp |
| Employer contribution / active EE | $528 | $3,304-84.0% | $2,653-80.1% | $4,764-88.9% |
| Participant deferral / active EE | $4,330 | $4,691-7.7% | $3,900+11.0% | $5,851-26.0% |
| Admin fee / account holder | $1,865 | $6,244-70.1% | $4,914-62.0% | $11,601-83.9% |