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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 | $99,138 | $72,071+37.6% | $68,368+45.0% | $137,256-27.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 19.13% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,292 | $2,788+18.1% | $2,649+24.3% | $4,156-20.8% |
| Participant deferral / active EE | $7,326 | $4,410+66.1% | $4,123+77.7% | $6,407+14.3% |
| Admin fee / account holder | $1,077 | $5,336-79.8% | $5,150-79.1% | $12,270-91.2% |