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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 | $103,287 | $102,429+0.8% | $147,096-29.8% | $80,925+27.6% |
| Participation rate | 78.0% | 75.9%+2.1pp | 82.2%-4.2pp | 67.7%+10.3pp |
| Annual return | 15.05% | 135.02%-120.0pp | 419.75%-404.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $2,786 | $3,716-25.0% | $4,936-43.6% | $2,756+1.1% |
| Participant deferral / active EE | $7,227 | $6,649+8.7% | $8,071-10.5% | $4,299+68.1% |
| Admin fee / account holder | $426 | $7,957-94.6% | $13,005-96.7% | $6,940-93.9% |