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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 | $110,699 | $95,895+15.4% | $79,576+39.1% | $134,509-17.7% |
| Participation rate | 78.9% | 75.0%+3.9pp | 69.5%+9.5pp | 81.2%-2.3pp |
| Annual return | 84.66% | -2.72%+87.4pp | 0.15%+84.5pp | 418.13%-333.5pp |
| Employer contribution / active EE | $3,238 | $3,128+3.5% | $2,413+34.2% | $4,741-31.7% |
| Participant deferral / active EE | $7,467 | $4,693+59.1% | $3,985+87.4% | $6,400+16.7% |
| Admin fee / account holder | $900 | $9,129-90.1% | $6,834-86.8% | $11,427-92.1% |