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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 | $99,364 | $118,708-16.3% | $98,920+0.4% | $158,966-37.5% |
| Participation rate | 95.2% | 77.8%+17.4pp | 76.0%+19.2pp | 82.0%+13.3pp |
| Annual return | 22.98% | 372.49%-349.5pp | 196.47%-173.5pp | 302.95%-280.0pp |
| Employer contribution / active EE | $2,799 | $3,334-16.0% | $2,689+4.1% | $4,762-41.2% |
| Participant deferral / active EE | $7,356 | $5,089+44.6% | $4,245+73.3% | $5,983+23.0% |
| Admin fee / account holder | $1,004 | $10,134-90.1% | $6,643-84.9% | $11,250-91.1% |