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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 | $107,635 | $102,382+5.1% | $147,005-26.8% | $80,874+33.1% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 12.91% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $3,380 | $3,715-9.0% | $4,934-31.5% | $2,756+22.6% |
| Participant deferral / active EE | $6,683 | $6,646+0.6% | $8,070-17.2% | $4,297+55.5% |
| Admin fee / account holder | $17,240 | $7,942+117.1% | $13,006+32.6% | $6,935+148.6% |