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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 | $102,385+1.9% | $147,080-29.1% | $80,935+28.9% |
| Participation rate | 88.1% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 13.05% | 135.09%-122.0pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $2,613 | $3,717-29.7% | $4,933-47.0% | $2,757-5.2% |
| Participant deferral / active EE | $6,293 | $6,651-5.4% | $8,066-22.0% | $4,299+46.4% |
| Admin fee / account holder | $19,665 | $7,951+147.3% | $12,989+51.4% | $6,924+184.0% |