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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 | $131,620 | $102,422+28.5% | $147,117-10.5% | $80,959+62.6% |
| Participation rate | 73.8% | 75.9%-2.1pp | 82.2%-8.4pp | 67.7%+6.1pp |
| Annual return | 15.94% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,065 | $3,717-71.4% | $4,932-78.4% | $2,757-61.4% |
| Participant deferral / active EE | $6,079 | $6,652-8.6% | $8,065-24.6% | $4,300+41.4% |
| Admin fee / account holder | $17,083 | $7,953+114.8% | $12,993+31.5% | $6,925+146.7% |