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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 | $90,027 | $105,200-14.4% | $159,474-43.5% | $85,847+4.9% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.8%+0.2pp | 69.3%+13.8pp |
| Annual return | 12.55% | 45.08%-32.5pp | 263.68%-251.1pp | 318.61%-306.1pp |
| Employer contribution / active EE | $6,562 | $3,319+97.7% | $4,831+35.8% | $2,565+155.8% |
| Participant deferral / active EE | $4,183 | $5,946-29.6% | $7,353-43.1% | $3,952+5.8% |
| Admin fee / account holder | $4,132 | $6,934-40.4% | $10,802-61.7% | $6,261-34.0% |