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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 | $109,780 | $81,208+35.2% | $98,916+11.0% | $79,858+37.5% |
| Participation rate | 70.7% | 72.5%-1.8pp | 76.0%-5.3pp | 69.6%+1.1pp |
| Annual return | 11.79% | 60.99%-49.2pp | 196.45%-184.7pp | 31.72%-19.9pp |
| Employer contribution / active EE | $1,738 | $1,960-11.3% | $2,689-35.4% | $2,471-29.7% |
| Participant deferral / active EE | $2,910 | $3,265-10.9% | $4,245-31.5% | $3,740-22.2% |
| Admin fee / account holder | $5,241 | $6,013-12.8% | $6,642-21.1% | $5,306-1.2% |