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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 | $90,711 | $105,198-13.8% | $159,455-43.1% | $85,856+5.7% |
| Participation rate | 98.7% | 75.8%+23.0pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 16.48% | 45.08%-28.6pp | 263.63%-247.1pp | 318.58%-302.1pp |
| Employer contribution / active EE | $2,162 | $3,319-34.9% | $4,830-55.2% | $2,565-15.7% |
| Participant deferral / active EE | $11,747 | $5,946+97.6% | $7,353+59.8% | $3,952+197.3% |
| Admin fee / account holder | $3,940 | $6,934-43.2% | $10,800-63.5% | $6,261-37.1% |