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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 | $102,382+5.2% | $147,005-26.8% | $80,874+33.1% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.2%-4.2pp | 67.6%+10.4pp |
| Annual return | 12.76% | 134.89%-122.1pp | 418.76%-406.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $2,314 | $3,715-37.7% | $4,934-53.1% | $2,756-16.0% |
| Participant deferral / active EE | $6,679 | $6,646+0.5% | $8,070-17.2% | $4,297+55.4% |
| Admin fee / account holder | $1,636 | $7,942-79.4% | $13,006-87.4% | $6,935-76.4% |