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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 | $102,382+9.9% | $147,005-23.5% | $80,874+39.1% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 12.14% | 134.89%-122.8pp | 418.76%-406.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $3,422 | $3,715-7.9% | $4,934-30.6% | $2,756+24.2% |
| Participant deferral / active EE | $7,515 | $6,646+13.1% | $8,070-6.9% | $4,297+74.9% |
| Admin fee / account holder | $3,969 | $7,942-50.0% | $13,006-69.5% | $6,935-42.8% |