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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 | $104,591 | $102,429+2.1% | $147,096-28.9% | $80,925+29.2% |
| Participation rate | 84.4% | 75.9%+8.5pp | 82.2%+2.2pp | 67.7%+16.7pp |
| Annual return | 19.81% | 135.02%-115.2pp | 419.75%-399.9pp | 35.65%-15.8pp |
| Employer contribution / active EE | $4,329 | $3,716+16.5% | $4,936-12.3% | $2,756+57.0% |
| Participant deferral / active EE | $8,871 | $6,649+33.4% | $8,071+9.9% | $4,299+106.4% |
| Admin fee / account holder | $5,980 | $7,957-24.8% | $13,005-54.0% | $6,940-13.8% |