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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 | $117,875 | $111,830+5.4% | $93,696+25.8% | $145,884-19.2% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 11.95% | 204.08%-192.1pp | 133.74%-121.8pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,277 | $3,093-26.4% | $2,422-6.0% | $4,662-51.2% |
| Participant deferral / active EE | $7,141 | $4,920+45.1% | $4,417+61.7% | $6,690+6.7% |
| Admin fee / account holder | $68,196 | $10,249+565.4% | $8,287+723.0% | $13,392+409.2% |