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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 | $106,550 | $106,003+0.5% | $92,236+15.5% | $147,585-27.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 18.43% | 50.05%-31.6pp | 176.29%-157.9pp | 578.57%-560.1pp |
| Employer contribution / active EE | $3,279 | $4,333-24.3% | $3,679-10.9% | $4,876-32.8% |
| Participant deferral / active EE | $6,202 | $4,478+38.5% | $3,897+59.2% | $5,439+14.0% |
| Admin fee / account holder | $8,943 | $6,333+41.2% | $5,194+72.2% | $10,885-17.8% |