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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 | $100,151 | $102,422-2.2% | $147,117-31.9% | $80,959+23.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.2pp |
| Annual return | 16.29% | 135.16%-118.9pp | 420.54%-404.3pp | 35.67%-19.4pp |
| Employer contribution / active EE | $3,676 | $3,717-1.1% | $4,932-25.5% | $2,757+33.3% |
| Participant deferral / active EE | $7,300 | $6,652+9.7% | $8,065-9.5% | $4,300+69.8% |
| Admin fee / account holder | $3,275 | $7,953-58.8% | $12,993-74.8% | $6,925-52.7% |