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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 | $111,761 | $102,422+9.1% | $147,117-24.0% | $80,959+38.0% |
| Participation rate | 81.1% | 75.9%+5.2pp | 82.2%-1.1pp | 67.7%+13.4pp |
| Annual return | 15.99% | 135.16%-119.2pp | 420.54%-404.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $3,512 | $3,717-5.5% | $4,932-28.8% | $2,757+27.4% |
| Participant deferral / active EE | $5,723 | $6,652-14.0% | $8,065-29.0% | $4,300+33.1% |
| Admin fee / account holder | $980 | $7,953-87.7% | $12,993-92.5% | $6,925-85.8% |