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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 | $105,115 | $105,210-0.1% | $159,487-34.1% | $85,851+22.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 19.53% | 45.08%-25.6pp | 263.71%-244.2pp | 318.63%-299.1pp |
| Employer contribution / active EE | $3,186 | $3,319-4.0% | $4,831-34.0% | $2,565+24.2% |
| Participant deferral / active EE | $6,284 | $5,946+5.7% | $7,354-14.5% | $3,952+59.0% |
| Admin fee / account holder | $1,307 | $6,934-81.1% | $10,804-87.9% | $6,261-79.1% |