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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 | $86,043 | $81,208+6.0% | $98,920-13.0% | $79,856+7.7% |
| Participation rate | 94.3% | 72.5%+21.8pp | 76.0%+18.3pp | 69.6%+24.6pp |
| Annual return | 12.14% | 60.99%-48.9pp | 196.47%-184.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,242 | $1,960+14.4% | $2,689-16.6% | $2,471-9.3% |
| Participant deferral / active EE | $7,580 | $3,265+132.2% | $4,245+78.6% | $3,741+102.6% |
| Admin fee / account holder | $7,312 | $6,013+21.6% | $6,643+10.1% | $5,306+37.8% |