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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 | $108,561 | $102,385+6.0% | $147,080-26.2% | $80,935+34.1% |
| Participation rate | 98.7% | 75.9%+22.8pp | 82.2%+16.5pp | 67.7%+31.0pp |
| Annual return | 14.26% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,754 | $3,717-25.9% | $4,933-44.2% | $2,757-0.1% |
| Participant deferral / active EE | $9,823 | $6,651+47.7% | $8,066+21.8% | $4,299+128.5% |
| Admin fee / account holder | $7,289 | $7,951-8.3% | $12,989-43.9% | $6,924+5.3% |