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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 | $100,420 | $102,385-1.9% | $147,080-31.7% | $80,935+24.1% |
| Participation rate | 83.1% | 75.9%+7.2pp | 82.2%+0.9pp | 67.7%+15.4pp |
| Annual return | 11.96% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $3,407 | $3,717-8.3% | $4,933-30.9% | $2,757+23.6% |
| Participant deferral / active EE | $9,499 | $6,651+42.8% | $8,066+17.8% | $4,299+120.9% |
| Admin fee / account holder | $11,953 | $7,951+50.3% | $12,989-8.0% | $6,924+72.6% |