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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 | $104,927 | $106,918-1.9% | $84,021+24.9% | $152,897-31.4% |
| Participation rate | 84.6% | 75.2%+9.4pp | 69.0%+15.6pp | 82.5%+2.2pp |
| Annual return | 23.34% | 105.01%-81.7pp | 71.32%-48.0pp | 345.43%-322.1pp |
| Employer contribution / active EE | $3,422 | $2,735+25.1% | $1,984+72.5% | $4,764-28.2% |
| Participant deferral / active EE | $7,266 | $4,012+81.1% | $3,239+124.3% | $5,851+24.2% |
| Admin fee / account holder | $9,484 | $8,288+14.4% | $6,102+55.4% | $11,599-18.2% |