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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 | $112,984 | $64,324+75.6% | $118,946-5.0% | $79,852+41.5% |
| Participation rate | 95.7% | 64.9%+30.9pp | 75.4%+20.4pp | 69.6%+26.1pp |
| Annual return | 11.67% | 86.45%-74.8pp | 35.89%-24.2pp | 31.72%-20.0pp |
| Employer contribution / active EE | $2,146 | $1,836+16.9% | $3,263-34.2% | $2,471-13.2% |
| Participant deferral / active EE | $3,249 | $2,824+15.0% | $4,266-23.8% | $3,740-13.1% |
| Admin fee / account holder | $9,246 | $4,040+128.9% | $6,581+40.5% | $5,306+74.2% |