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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 | $102,422+1.6% | $147,117-29.2% | $80,959+28.6% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 13.31% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,385 | $3,717-8.9% | $4,932-31.4% | $2,757+22.8% |
| Participant deferral / active EE | $7,047 | $6,652+5.9% | $8,065-12.6% | $4,300+63.9% |
| Admin fee / account holder | $7,029 | $7,953-11.6% | $12,993-45.9% | $6,925+1.5% |