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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 | $94,235 | $176,402-46.6% | $134,162-29.8% | $158,982-40.7% |
| Participation rate | 91.7% | 78.7%+12.9pp | 72.2%+19.5pp | 82.0%+9.7pp |
| Annual return | 20.74% | 63.66%-42.9pp | 36.35%-15.6pp | 302.99%-282.2pp |
| Employer contribution / active EE | $6,593 | $5,042+30.8% | $3,705+77.9% | $4,763+38.4% |
| Participant deferral / active EE | $10,070 | $4,093+146.1% | $3,500+187.8% | $5,983+68.3% |
| Admin fee / account holder | $8,131 | $8,719-6.7% | $6,685+21.6% | $11,252-27.7% |