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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 | $97,394 | $112,131-13.1% | $95,964+1.5% | $158,982-38.7% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 15.80% | 171.19%-155.4pp | 91.64%-75.8pp | 302.99%-287.2pp |
| Employer contribution / active EE | $4,409 | $3,199+37.8% | $2,541+73.5% | $4,763-7.4% |
| Participant deferral / active EE | $8,652 | $4,784+80.8% | $4,167+107.6% | $5,983+44.6% |
| Admin fee / account holder | $14,282 | $10,136+40.9% | $6,797+110.1% | $11,252+26.9% |