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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 | $115,437 | $102,422+12.7% | $147,117-21.5% | $80,959+42.6% |
| Participation rate | 89.7% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 18.48% | 135.16%-116.7pp | 420.54%-402.1pp | 35.67%-17.2pp |
| Employer contribution / active EE | $2,638 | $3,717-29.0% | $4,932-46.5% | $2,757-4.3% |
| Participant deferral / active EE | $5,426 | $6,652-18.4% | $8,065-32.7% | $4,300+26.2% |
| Admin fee / account holder | $6,560 | $7,953-17.5% | $12,993-49.5% | $6,925-5.3% |