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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 | $105,633 | $100,073+5.6% | $85,126+24.1% | $145,877-27.6% |
| Participation rate | 93.8% | 74.1%+19.6pp | 67.5%+26.2pp | 80.3%+13.4pp |
| Annual return | 15.23% | 84.11%-68.9pp | 66.63%-51.4pp | 551.28%-536.1pp |
| Employer contribution / active EE | $3,372 | $3,236+4.2% | $2,731+23.5% | $4,663-27.7% |
| Participant deferral / active EE | $7,195 | $5,294+35.9% | $4,523+59.1% | $6,691+7.5% |
| Admin fee / account holder | $21,148 | $7,261+191.3% | $6,160+243.3% | $13,402+57.8% |