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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 | $109,279 | $102,429+6.7% | $147,096-25.7% | $80,925+35.0% |
| Participation rate | 82.8% | 75.9%+7.0pp | 82.2%+0.6pp | 67.7%+15.2pp |
| Annual return | 15.25% | 135.02%-119.8pp | 419.75%-404.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $2,977 | $3,716-19.9% | $4,936-39.7% | $2,756+8.0% |
| Participant deferral / active EE | $9,536 | $6,649+43.4% | $8,071+18.1% | $4,299+121.8% |
| Admin fee / account holder | $6,528 | $7,957-18.0% | $13,005-49.8% | $6,940-5.9% |