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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 | $104,396 | $102,382+2.0% | $147,005-29.0% | $80,874+29.1% |
| Participation rate | 97.3% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 14.03% | 134.89%-120.9pp | 418.76%-404.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $4,127 | $3,715+11.1% | $4,934-16.4% | $2,756+49.8% |
| Participant deferral / active EE | $5,111 | $6,646-23.1% | $8,070-36.7% | $4,297+19.0% |
| Admin fee / account holder | $5,395 | $7,942-32.1% | $13,006-58.5% | $6,935-22.2% |