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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 | $95,140 | $81,208+17.2% | $98,920-3.8% | $79,852+19.1% |
| Participation rate | 81.5% | 72.5%+9.0pp | 76.0%+5.5pp | 69.6%+11.8pp |
| Annual return | 12.63% | 60.99%-48.4pp | 196.47%-183.8pp | 31.72%-19.1pp |
| Employer contribution / active EE | $2,056 | $1,960+4.9% | $2,689-23.5% | $2,471-16.8% |
| Participant deferral / active EE | $3,985 | $3,265+22.1% | $4,245-6.1% | $3,740+6.5% |
| Admin fee / account holder | $12,171 | $6,013+102.4% | $6,643+83.2% | $5,306+129.4% |