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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 | $104,104 | $102,382+1.7% | $147,005-29.2% | $80,874+28.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 13.31% | 134.89%-121.6pp | 418.76%-405.5pp | 35.62%-22.3pp |
| Employer contribution / active EE | $3,385 | $3,715-8.9% | $4,934-31.4% | $2,756+22.8% |
| Participant deferral / active EE | $7,047 | $6,646+6.0% | $8,070-12.7% | $4,297+64.0% |
| Admin fee / account holder | $7,029 | $7,942-11.5% | $13,006-46.0% | $6,935+1.3% |