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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 | $121,065 | $102,429+18.2% | $147,096-17.7% | $80,925+49.6% |
| Participation rate | 77.1% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 12.49% | 135.02%-122.5pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $3,230 | $3,716-13.1% | $4,936-34.6% | $2,756+17.2% |
| Participant deferral / active EE | $5,825 | $6,649-12.4% | $8,071-27.8% | $4,299+35.5% |
| Admin fee / account holder | $22,286 | $7,957+180.1% | $13,005+71.4% | $6,940+221.1% |