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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 | $128,317 | $149,040-13.9% | $120,225+6.7% | $137,256-6.5% |
| Participation rate | 72.2% | 75.4%-3.2pp | 69.6%+2.6pp | 80.0%-7.7pp |
| Annual return | 12.80% | 605.68%-592.9pp | 439.23%-426.4pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,523 | $4,350-19.0% | $3,475+1.4% | $4,156-15.2% |
| Participant deferral / active EE | $11,591 | $4,655+149.0% | $3,999+189.9% | $6,407+80.9% |
| Admin fee / account holder | $1,850 | $6,348-70.9% | $5,696-67.5% | $12,270-84.9% |