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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 | $111,785+4.2% | $93,669+24.4% | $145,877-20.1% |
| Participation rate | 86.7% | 74.2%+12.4pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 8.24% | 203.79%-195.5pp | 133.59%-125.4pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,064 | $3,096-33.3% | $2,424-14.8% | $4,663-55.7% |
| Participant deferral / active EE | $6,429 | $4,919+30.7% | $4,416+45.6% | $6,691-3.9% |
| Admin fee / account holder | $60,175 | $10,256+486.8% | $8,291+625.8% | $13,402+349.0% |