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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 | $101,309 | $102,382-1.0% | $147,005-31.1% | $80,874+25.3% |
| Participation rate | 78.3% | 75.8%+2.4pp | 82.2%-3.9pp | 67.6%+10.6pp |
| Annual return | 12.78% | 134.89%-122.1pp | 418.76%-406.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $3,377 | $3,715-9.1% | $4,934-31.6% | $2,756+22.6% |
| Participant deferral / active EE | $5,459 | $6,646-17.9% | $8,070-32.3% | $4,297+27.1% |
| Admin fee / account holder | $4,513 | $7,942-43.2% | $13,006-65.3% | $6,935-34.9% |