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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 | $137,190 | $102,429+33.9% | $147,096-6.7% | $80,925+69.5% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.7%+9.0pp |
| Annual return | 11.99% | 135.02%-123.0pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,324 | $3,716-64.4% | $4,936-73.2% | $2,756-52.0% |
| Participant deferral / active EE | $8,678 | $6,649+30.5% | $8,071+7.5% | $4,299+101.9% |
| Admin fee / account holder | $944 | $7,957-88.1% | $13,005-92.7% | $6,940-86.4% |