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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 | $92,991 | $91,537+1.6% | $130,045-28.5% | $75,173+23.7% |
| Participation rate | 91.0% | 71.5%+19.6pp | 78.5%+12.5pp | 67.2%+23.8pp |
| Annual return | 21.68% | -631.55%+653.2pp | -137.30%+159.0pp | 160.72%-139.0pp |
| Employer contribution / active EE | $9,495 | $2,845+233.8% | $4,321+119.7% | $2,671+255.5% |
| Participant deferral / active EE | $8,644 | $4,343+99.0% | $5,820+48.5% | $4,126+109.5% |
| Admin fee / account holder | $4,925 | $6,780-27.4% | $10,600-53.5% | $5,651-12.8% |