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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 | $117,473 | $111,830+5.0% | $93,696+25.4% | $145,884-19.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 10.69% | 204.08%-193.4pp | 133.74%-123.1pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,622 | $3,093-15.2% | $2,422+8.3% | $4,662-43.8% |
| Participant deferral / active EE | $3,154 | $4,920-35.9% | $4,417-28.6% | $6,690-52.8% |
| Admin fee / account holder | $2,421 | $10,249-76.4% | $8,287-70.8% | $13,392-81.9% |