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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 | $99,979 | $160,040-37.5% | $147,096-32.0% | $145,877-31.5% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 18.86% | 98.49%-79.6pp | 419.75%-400.9pp | 551.28%-532.4pp |
| Employer contribution / active EE | $4,847 | $5,289-8.4% | $4,936-1.8% | $4,663+3.9% |
| Participant deferral / active EE | $12,074 | $8,429+43.2% | $8,071+49.6% | $6,691+80.5% |
| Admin fee / account holder | $5,005 | $15,050-66.7% | $13,005-61.5% | $13,402-62.7% |