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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 | $94,424 | $105,200-10.2% | $159,474-40.8% | $85,847+10.0% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 18.48% | 45.08%-26.6pp | 263.68%-245.2pp | 318.61%-300.1pp |
| Employer contribution / active EE | $4,394 | $3,319+32.4% | $4,831-9.0% | $2,565+71.3% |
| Participant deferral / active EE | $11,372 | $5,946+91.3% | $7,353+54.7% | $3,952+187.7% |
| Admin fee / account holder | $16,247 | $6,934+134.3% | $10,802+50.4% | $6,261+159.5% |