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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 | $102,429+9.1% | $147,096-24.0% | $80,925+38.1% |
| Participation rate | 81.1% | 75.9%+5.2pp | 82.2%-1.1pp | 67.7%+13.4pp |
| Annual return | 15.99% | 135.02%-119.0pp | 419.75%-403.8pp | 35.65%-19.7pp |
| Employer contribution / active EE | $3,512 | $3,716-5.5% | $4,936-28.9% | $2,756+27.4% |
| Participant deferral / active EE | $5,723 | $6,649-13.9% | $8,071-29.1% | $4,299+33.1% |
| Admin fee / account holder | $980 | $7,957-87.7% | $13,005-92.5% | $6,940-85.9% |