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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 | $110,771 | $111,785-0.9% | $93,669+18.3% | $145,877-24.1% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 12.37% | 203.79%-191.4pp | 133.59%-121.2pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,544 | $3,096-17.8% | $2,424+5.0% | $4,663-45.4% |
| Participant deferral / active EE | $7,038 | $4,919+43.1% | $4,416+59.4% | $6,691+5.2% |
| Admin fee / account holder | $18,036 | $10,256+75.9% | $8,291+117.5% | $13,402+34.6% |