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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 | $85,210 | $81,208+4.9% | $98,920-13.9% | $79,856+6.7% |
| Participation rate | 91.4% | 72.5%+18.9pp | 76.0%+15.4pp | 69.6%+21.8pp |
| Annual return | 16.95% | 60.99%-44.0pp | 196.47%-179.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,676 | $1,960-14.5% | $2,689-37.7% | $2,471-32.2% |
| Participant deferral / active EE | $3,518 | $3,265+7.7% | $4,245-17.1% | $3,741-6.0% |
| Admin fee / account holder | $11,011 | $6,013+83.1% | $6,643+65.8% | $5,306+107.5% |