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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 | $123,968 | $102,385+21.1% | $147,080-15.7% | $80,935+53.2% |
| Participation rate | 78.3% | 75.9%+2.4pp | 82.2%-3.9pp | 67.7%+10.6pp |
| Annual return | 16.18% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $4,329 | $3,717+16.5% | $4,933-12.2% | $2,757+57.0% |
| Participant deferral / active EE | $5,622 | $6,651-15.5% | $8,066-30.3% | $4,299+30.8% |
| Admin fee / account holder | $11,963 | $7,951+50.5% | $12,989-7.9% | $6,924+72.8% |