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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 | $112,530 | $102,429+9.9% | $147,096-23.5% | $80,925+39.1% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 12.14% | 135.02%-122.9pp | 419.75%-407.6pp | 35.65%-23.5pp |
| Employer contribution / active EE | $3,422 | $3,716-7.9% | $4,936-30.7% | $2,756+24.2% |
| Participant deferral / active EE | $7,515 | $6,649+13.0% | $8,071-6.9% | $4,299+74.8% |
| Admin fee / account holder | $3,969 | $7,957-50.1% | $13,005-69.5% | $6,940-42.8% |