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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 | $115,419 | $118,875-2.9% | $96,572+19.5% | $167,553-31.1% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.8%+22.5pp | 82.1%+10.2pp |
| Annual return | 13.17% | 50.50%-37.3pp | 37.79%-24.6pp | 478.89%-465.7pp |
| Employer contribution / active EE | $6,017 | $3,121+92.8% | $2,357+155.2% | $4,840+24.3% |
| Participant deferral / active EE | $10,990 | $4,617+138.0% | $3,850+185.5% | $6,343+73.3% |
| Admin fee / account holder | $10,232 | $8,070+26.8% | $6,183+65.5% | $12,316-16.9% |