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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 | $92,854 | $105,200-11.7% | $159,474-41.8% | $85,847+8.2% |
| Participation rate | 86.5% | 75.8%+10.8pp | 82.8%+3.7pp | 69.3%+17.2pp |
| Annual return | 14.79% | 45.08%-30.3pp | 263.68%-248.9pp | 318.61%-303.8pp |
| Employer contribution / active EE | $3,182 | $3,319-4.1% | $4,831-34.1% | $2,565+24.0% |
| Participant deferral / active EE | $9,438 | $5,946+58.7% | $7,353+28.4% | $3,952+138.8% |
| Admin fee / account holder | $20,728 | $6,934+198.9% | $10,802+91.9% | $6,261+231.1% |