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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 | $98,087 | $105,210-6.8% | $159,487-38.5% | $85,851+14.3% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.8%+0.2pp | 69.3%+13.7pp |
| Annual return | 23.00% | 45.08%-22.1pp | 263.71%-240.7pp | 318.63%-295.6pp |
| Employer contribution / active EE | $3,118 | $3,319-6.1% | $4,831-35.5% | $2,565+21.5% |
| Participant deferral / active EE | $7,929 | $5,946+33.4% | $7,354+7.8% | $3,952+100.6% |
| Admin fee / account holder | $5,333 | $6,934-23.1% | $10,804-50.6% | $6,261-14.8% |