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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 | $110,039-11.4% | $97,260+0.3% | $145,884-33.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 13.19% | 244.44%-231.3pp | 75.54%-62.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,348 | $3,074+8.9% | $2,721+23.0% | $4,662-28.2% |
| Participant deferral / active EE | $4,870 | $4,674+4.2% | $4,262+14.3% | $6,690-27.2% |
| Admin fee / account holder | $13,263 | $6,204+113.8% | $5,640+135.2% | $13,392-1.0% |