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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 | $113,971 | $102,393+11.3% | $147,041-22.5% | $80,911+40.9% |
| Participation rate | 71.1% | 75.9%-4.8pp | 82.2%-11.1pp | 67.6%+3.4pp |
| Annual return | 15.57% | 134.95%-119.4pp | 419.21%-403.6pp | 35.63%-20.1pp |
| Employer contribution / active EE | $3,821 | $3,715+2.9% | $4,935-22.6% | $2,756+38.7% |
| Participant deferral / active EE | $10,620 | $6,647+59.8% | $8,071+31.6% | $4,297+147.1% |
| Admin fee / account holder | $22,639 | $7,943+185.0% | $13,006+74.1% | $6,935+226.5% |