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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 | $106,566 | $93,124+14.4% | $77,100+38.2% | $134,545-20.8% |
| Participation rate | 93.3% | 74.5%+18.8pp | 67.9%+25.4pp | 81.2%+12.1pp |
| Annual return | 1.40% | 62.68%-61.3pp | 42.35%-41.0pp | 418.37%-417.0pp |
| Employer contribution / active EE | $15,107 | $3,421+341.6% | $2,815+436.7% | $4,742+218.6% |
| Participant deferral / active EE | $9,712 | $5,242+85.3% | $4,430+119.3% | $6,401+51.7% |
| Admin fee / account holder | $4,361 | $6,970-37.4% | $5,443-19.9% | $11,431-61.8% |