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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 | $97,267 | $100,203-2.9% | $85,240+14.1% | $145,897-33.3% |
| Participation rate | 94.7% | 74.1%+20.6pp | 67.5%+27.2pp | 80.3%+14.4pp |
| Annual return | 13.39% | 84.28%-70.9pp | 66.75%-53.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,109 | $3,242-34.9% | $2,735-22.9% | $4,663-54.8% |
| Participant deferral / active EE | $6,466 | $5,299+22.0% | $4,527+42.8% | $6,689-3.3% |
| Admin fee / account holder | $1,026 | $7,265-85.9% | $6,165-83.4% | $13,390-92.3% |