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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 | $91,369 | $105,198-13.1% | $159,455-42.7% | $85,856+6.4% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.8%+9.8pp | 69.3%+23.3pp |
| Annual return | 20.83% | 45.08%-24.3pp | 263.63%-242.8pp | 318.58%-297.8pp |
| Employer contribution / active EE | $10,052 | $3,319+202.9% | $4,830+108.1% | $2,565+291.9% |
| Participant deferral / active EE | $11,788 | $5,946+98.3% | $7,353+60.3% | $3,952+198.3% |
| Admin fee / account holder | $3,984 | $6,934-42.6% | $10,800-63.1% | $6,261-36.4% |