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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 | $113,746 | $111,830+1.7% | $93,696+21.4% | $145,884-22.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 11.82% | 204.08%-192.3pp | 133.74%-121.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,109 | $3,093-31.8% | $2,422-12.9% | $4,662-54.8% |
| Participant deferral / active EE | $5,948 | $4,920+20.9% | $4,417+34.7% | $6,690-11.1% |
| Admin fee / account holder | $26,610 | $10,249+159.6% | $8,287+221.1% | $13,392+98.7% |