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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 | $97,522 | $109,967-11.3% | $97,197+0.3% | $145,877-33.1% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 13.19% | 244.27%-231.1pp | 75.47%-62.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,348 | $3,077+8.8% | $2,723+23.0% | $4,663-28.2% |
| Participant deferral / active EE | $4,870 | $4,676+4.1% | $4,263+14.2% | $6,691-27.2% |
| Admin fee / account holder | $13,263 | $6,199+114.0% | $5,637+135.3% | $13,402-1.0% |