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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 | $102,429+1.9% | $147,096-29.0% | $80,925+29.0% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 14.03% | 135.02%-121.0pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $4,127 | $3,716+11.1% | $4,936-16.4% | $2,756+49.7% |
| Participant deferral / active EE | $5,111 | $6,649-23.1% | $8,071-36.7% | $4,299+18.9% |
| Admin fee / account holder | $5,395 | $7,957-32.2% | $13,005-58.5% | $6,940-22.3% |