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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 | $102,382+2.7% | $147,005-28.5% | $80,874+30.0% |
| Participation rate | 91.5% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 12.70% | 134.89%-122.2pp | 418.76%-406.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $3,021 | $3,715-18.7% | $4,934-38.8% | $2,756+9.6% |
| Participant deferral / active EE | $8,298 | $6,646+24.8% | $8,070+2.8% | $4,297+93.1% |
| Admin fee / account holder | $52,292 | $7,942+558.4% | $13,006+302.1% | $6,935+654.0% |