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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 | $102,422+18.2% | $147,117-17.7% | $80,959+49.5% |
| Participation rate | 77.1% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 12.49% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,230 | $3,717-13.1% | $4,932-34.5% | $2,757+17.1% |
| Participant deferral / active EE | $5,825 | $6,652-12.4% | $8,065-27.8% | $4,300+35.5% |
| Admin fee / account holder | $22,286 | $7,953+180.2% | $12,993+71.5% | $6,925+221.8% |