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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 | $116,525 | $111,878+4.2% | $93,727+24.3% | $145,897-20.1% |
| Participation rate | 86.7% | 74.2%+12.5pp | 68.7%+18.0pp | 80.3%+6.4pp |
| Annual return | 8.24% | 204.28%-196.0pp | 133.83%-125.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,064 | $3,092-33.3% | $2,421-14.8% | $4,663-55.7% |
| Participant deferral / active EE | $6,429 | $4,920+30.7% | $4,417+45.6% | $6,689-3.9% |
| Admin fee / account holder | $60,175 | $10,256+486.7% | $8,292+625.7% | $13,390+349.4% |