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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 | $125,599 | $102,385+22.7% | $147,080-14.6% | $80,935+55.2% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 13.46% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $2,465 | $3,717-33.7% | $4,933-50.0% | $2,757-10.6% |
| Participant deferral / active EE | $7,531 | $6,651+13.2% | $8,066-6.6% | $4,299+75.2% |
| Admin fee / account holder | $2,692 | $7,951-66.1% | $12,989-79.3% | $6,924-61.1% |