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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 | $109,347 | $118,708-7.9% | $98,920+10.5% | $158,966-31.2% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 35.03% | 372.49%-337.5pp | 196.47%-161.4pp | 302.95%-267.9pp |
| Employer contribution / active EE | $2,335 | $3,334-29.9% | $2,689-13.2% | $4,762-51.0% |
| Participant deferral / active EE | $5,010 | $5,089-1.6% | $4,245+18.0% | $5,983-16.3% |
| Admin fee / account holder | $826 | $10,134-91.8% | $6,643-87.6% | $11,250-92.7% |