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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 | $102,429-2.2% | $147,096-31.9% | $80,925+23.8% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.3pp |
| Annual return | 16.29% | 135.02%-118.7pp | 419.75%-403.5pp | 35.65%-19.4pp |
| Employer contribution / active EE | $3,676 | $3,716-1.1% | $4,936-25.5% | $2,756+33.4% |
| Participant deferral / active EE | $7,300 | $6,649+9.8% | $8,071-9.5% | $4,299+69.8% |
| Admin fee / account holder | $3,275 | $7,957-58.8% | $13,005-74.8% | $6,940-52.8% |