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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 | $107,006 | $102,385+4.5% | $147,080-27.2% | $80,935+32.2% |
| Participation rate | 87.1% | 75.9%+11.2pp | 82.2%+4.9pp | 67.7%+19.4pp |
| Annual return | 13.02% | 135.09%-122.1pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $2,540 | $3,717-31.7% | $4,933-48.5% | $2,757-7.9% |
| Participant deferral / active EE | $8,141 | $6,651+22.4% | $8,066+0.9% | $4,299+89.4% |
| Admin fee / account holder | $13,933 | $7,951+75.2% | $12,989+7.3% | $6,924+101.2% |