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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 | $107,669 | $102,429+5.1% | $147,096-26.8% | $80,925+33.0% |
| Participation rate | 78.0% | 75.9%+2.1pp | 82.2%-4.2pp | 67.7%+10.3pp |
| Annual return | 12.76% | 135.02%-122.3pp | 419.75%-407.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $2,314 | $3,716-37.7% | $4,936-53.1% | $2,756-16.1% |
| Participant deferral / active EE | $6,679 | $6,649+0.5% | $8,071-17.3% | $4,299+55.4% |
| Admin fee / account holder | $1,636 | $7,957-79.4% | $13,005-87.4% | $6,940-76.4% |