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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 | $111,545 | $111,878-0.3% | $93,727+19.0% | $145,897-23.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 14.51% | 204.28%-189.8pp | 133.83%-119.3pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,390 | $3,092-22.7% | $2,421-1.3% | $4,663-48.7% |
| Participant deferral / active EE | $21,000 | $4,920+326.8% | $4,417+375.4% | $6,689+213.9% |
| Admin fee / account holder | $1,245 | $10,256-87.9% | $8,292-85.0% | $13,390-90.7% |