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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 | $104,324 | $102,422+1.9% | $147,117-29.1% | $80,959+28.9% |
| Participation rate | 87.2% | 75.9%+11.3pp | 82.2%+5.0pp | 67.7%+19.5pp |
| Annual return | 16.73% | 135.16%-118.4pp | 420.54%-403.8pp | 35.67%-18.9pp |
| Employer contribution / active EE | $2,412 | $3,717-35.1% | $4,932-51.1% | $2,757-12.5% |
| Participant deferral / active EE | $10,957 | $6,652+64.7% | $8,065+35.9% | $4,300+154.8% |
| Admin fee / account holder | $12,336 | $7,953+55.1% | $12,993-5.1% | $6,925+78.1% |