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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 | $102,422+2.6% | $147,117-28.6% | $80,959+29.8% |
| Participation rate | 91.5% | 75.9%+15.6pp | 82.2%+9.3pp | 67.7%+23.8pp |
| Annual return | 12.70% | 135.16%-122.5pp | 420.54%-407.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $3,021 | $3,717-18.7% | $4,932-38.8% | $2,757+9.6% |
| Participant deferral / active EE | $8,298 | $6,652+24.7% | $8,065+2.9% | $4,300+92.9% |
| Admin fee / account holder | $52,292 | $7,953+557.5% | $12,993+302.5% | $6,925+655.1% |