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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 | $99,542 | $81,208+22.6% | $98,920+0.6% | $79,856+24.7% |
| Participation rate | 82.5% | 72.5%+10.0pp | 76.0%+6.5pp | 69.6%+12.9pp |
| Annual return | 14.36% | 60.99%-46.6pp | 196.47%-182.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,391 | $1,960+22.0% | $2,689-11.1% | $2,471-3.2% |
| Participant deferral / active EE | $4,297 | $3,265+31.6% | $4,245+1.2% | $3,741+14.9% |
| Admin fee / account holder | $10,806 | $6,013+79.7% | $6,643+62.7% | $5,306+103.6% |