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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 | $97,373 | $102,422-4.9% | $147,117-33.8% | $80,959+20.3% |
| Participation rate | 81.8% | 75.9%+5.9pp | 82.2%-0.4pp | 67.7%+14.2pp |
| Annual return | 21.32% | 135.16%-113.8pp | 420.54%-399.2pp | 35.67%-14.3pp |
| Employer contribution / active EE | $5,655 | $3,717+52.1% | $4,932+14.6% | $2,757+105.1% |
| Participant deferral / active EE | $11,931 | $6,652+79.4% | $8,065+47.9% | $4,300+177.4% |
| Admin fee / account holder | $7,891 | $7,953-0.8% | $12,993-39.3% | $6,925+13.9% |