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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 | $98,584 | $102,422-3.7% | $147,117-33.0% | $80,959+21.8% |
| Participation rate | 79.8% | 75.9%+3.9pp | 82.2%-2.4pp | 67.7%+12.1pp |
| Annual return | 17.52% | 135.16%-117.6pp | 420.54%-403.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $3,597 | $3,717-3.2% | $4,932-27.1% | $2,757+30.5% |
| Participant deferral / active EE | $8,134 | $6,652+22.3% | $8,065+0.9% | $4,300+89.1% |
| Admin fee / account holder | $17,754 | $7,953+123.2% | $12,993+36.6% | $6,925+156.4% |