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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 | $137,591 | $103,038+33.5% | $90,324+52.3% | $152,909-10.0% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 21.03% | 95.25%-74.2pp | 78.15%-57.1pp | 345.46%-324.4pp |
| Employer contribution / active EE | $2,435 | $3,141-22.5% | $2,856-14.7% | $4,764-48.9% |
| Participant deferral / active EE | $5,694 | $4,282+33.0% | $3,885+46.5% | $5,851-2.7% |
| Admin fee / account holder | $27,303 | $6,177+342.0% | $5,356+409.8% | $11,601+135.4% |