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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 | $105,422 | $102,595+2.8% | $94,057+12.1% | $154,746-31.9% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 19.31% | 583.42%-564.1pp | 480.62%-461.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,574 | $3,147-18.2% | $2,933-12.3% | $4,379-41.2% |
| Participant deferral / active EE | $6,887 | $5,118+34.6% | $4,709+46.2% | $6,730+2.3% |
| Admin fee / account holder | $4,933 | $7,736-36.2% | $7,244-31.9% | $14,365-65.7% |