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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 | $131,285 | $102,422+28.2% | $147,117-10.8% | $80,959+62.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 14.59% | 135.16%-120.6pp | 420.54%-405.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $3,856 | $3,717+3.7% | $4,932-21.8% | $2,757+39.8% |
| Participant deferral / active EE | $8,689 | $6,652+30.6% | $8,065+7.7% | $4,300+102.1% |
| Admin fee / account holder | $7,306 | $7,953-8.1% | $12,993-43.8% | $6,925+5.5% |