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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 | $102,234 | $103,008-0.8% | $90,304+13.2% | $152,897-33.1% |
| Participation rate | 90.5% | 75.9%+14.6pp | 73.3%+17.2pp | 82.5%+8.0pp |
| Annual return | 10.64% | 95.22%-84.6pp | 78.13%-67.5pp | 345.43%-334.8pp |
| Employer contribution / active EE | $2,248 | $3,139-28.4% | $2,855-21.3% | $4,764-52.8% |
| Participant deferral / active EE | $10,003 | $4,281+133.6% | $3,885+157.5% | $5,851+71.0% |
| Admin fee / account holder | $12,169 | $6,175+97.1% | $5,354+127.3% | $11,599+4.9% |