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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 | $104,334 | $102,382+1.9% | $147,005-29.0% | $80,874+29.0% |
| Participation rate | 88.1% | 75.8%+12.2pp | 82.2%+5.9pp | 67.6%+20.4pp |
| Annual return | 13.05% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $2,613 | $3,715-29.7% | $4,934-47.0% | $2,756-5.2% |
| Participant deferral / active EE | $6,293 | $6,646-5.3% | $8,070-22.0% | $4,297+46.5% |
| Admin fee / account holder | $19,665 | $7,942+147.6% | $13,006+51.2% | $6,935+183.5% |