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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 | $100,184 | $102,422-2.2% | $147,117-31.9% | $80,959+23.7% |
| Participation rate | 77.6% | 75.9%+1.7pp | 82.2%-4.6pp | 67.7%+9.9pp |
| Annual return | 45.27% | 135.16%-89.9pp | 420.54%-375.3pp | 35.67%+9.6pp |
| Employer contribution / active EE | $4,473 | $3,717+20.3% | $4,932-9.3% | $2,757+62.2% |
| Participant deferral / active EE | $10,071 | $6,652+51.4% | $8,065+24.9% | $4,300+134.2% |
| Admin fee / account holder | $1,997 | $7,953-74.9% | $12,993-84.6% | $6,925-71.2% |