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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 | $102,385+9.9% | $147,080-23.5% | $80,935+39.0% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 12.14% | 135.09%-123.0pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $3,422 | $3,717-7.9% | $4,933-30.6% | $2,757+24.1% |
| Participant deferral / active EE | $7,515 | $6,651+13.0% | $8,066-6.8% | $4,299+74.8% |
| Admin fee / account holder | $3,969 | $7,951-50.1% | $12,989-69.4% | $6,924-42.7% |