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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 | $106,722 | $102,385+4.2% | $147,080-27.4% | $80,935+31.9% |
| Participation rate | 94.7% | 75.9%+18.8pp | 82.2%+12.5pp | 67.7%+27.0pp |
| Annual return | 16.03% | 135.09%-119.1pp | 420.17%-404.1pp | 35.66%-19.6pp |
| Employer contribution / active EE | $3,737 | $3,717+0.6% | $4,933-24.2% | $2,757+35.6% |
| Participant deferral / active EE | $8,168 | $6,651+22.8% | $8,066+1.3% | $4,299+90.0% |
| Admin fee / account holder | $16,622 | $7,951+109.0% | $12,989+28.0% | $6,924+140.0% |