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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 | $105,111 | $102,429+2.6% | $147,096-28.5% | $80,925+29.9% |
| Participation rate | 91.5% | 75.9%+15.6pp | 82.2%+9.3pp | 67.7%+23.8pp |
| Annual return | 12.70% | 135.02%-122.3pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $3,021 | $3,716-18.7% | $4,936-38.8% | $2,756+9.6% |
| Participant deferral / active EE | $8,298 | $6,649+24.8% | $8,071+2.8% | $4,299+93.0% |
| Admin fee / account holder | $52,292 | $7,957+557.2% | $13,005+302.1% | $6,940+653.5% |