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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 | $102,429+1.9% | $147,096-29.1% | $80,925+28.9% |
| Participation rate | 88.1% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 13.05% | 135.02%-122.0pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $2,613 | $3,716-29.7% | $4,936-47.1% | $2,756-5.2% |
| Participant deferral / active EE | $6,293 | $6,649-5.3% | $8,071-22.0% | $4,299+46.4% |
| Admin fee / account holder | $19,665 | $7,957+147.1% | $13,005+51.2% | $6,940+183.3% |