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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 | $105,997 | $102,429+3.5% | $147,096-27.9% | $80,925+31.0% |
| Participation rate | 76.8% | 75.9%+0.9pp | 82.2%-5.4pp | 67.7%+9.1pp |
| Annual return | 16.31% | 135.02%-118.7pp | 419.75%-403.4pp | 35.65%-19.3pp |
| Employer contribution / active EE | $4,211 | $3,716+13.3% | $4,936-14.7% | $2,756+52.8% |
| Participant deferral / active EE | $9,298 | $6,649+39.9% | $8,071+15.2% | $4,299+116.3% |
| Admin fee / account holder | $4,693 | $7,957-41.0% | $13,005-63.9% | $6,940-32.4% |