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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 | $116,224 | $118,875-2.2% | $96,572+20.3% | $167,553-30.6% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 12.47% | 50.50%-38.0pp | 37.79%-25.3pp | 478.89%-466.4pp |
| Employer contribution / active EE | $3,231 | $3,121+3.5% | $2,357+37.1% | $4,840-33.2% |
| Participant deferral / active EE | $6,822 | $4,617+47.8% | $3,850+77.2% | $6,343+7.6% |
| Admin fee / account holder | $7,553 | $8,070-6.4% | $6,183+22.2% | $12,316-38.7% |