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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 | $96,054 | $148,582-35.4% | $135,942-29.3% | $139,456-31.1% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 29.03% | 79.26%-50.2pp | 68.28%-39.2pp | 373.45%-344.4pp |
| Employer contribution / active EE | $3,743 | $5,245-28.6% | $4,858-22.9% | $4,753-21.2% |
| Participant deferral / active EE | $7,592 | $8,101-6.3% | $7,759-2.1% | $6,711+13.1% |
| Admin fee / account holder | $21,471 | $12,402+73.1% | $10,764+99.5% | $11,407+88.2% |