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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 | $97,606 | $81,696+19.5% | $70,494+38.5% | $158,982-38.6% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.1%+13.8pp | 82.0%+6.9pp |
| Annual return | 11.84% | 208.70%-196.9pp | 109.16%-97.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,814 | $4,558+27.6% | $3,711+56.7% | $5,983-2.8% |
| Admin fee / account holder | $4,683 | $6,200-24.5% | $3,848+21.7% | $11,252-58.4% |