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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 | $114,072 | $102,429+11.4% | $147,096-22.5% | $80,925+41.0% |
| Participation rate | 78.0% | 75.9%+2.1pp | 82.2%-4.2pp | 67.7%+10.3pp |
| Annual return | 13.98% | 135.02%-121.0pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $1,630 | $3,716-56.1% | $4,936-67.0% | $2,756-40.9% |
| Participant deferral / active EE | $6,574 | $6,649-1.1% | $8,071-18.6% | $4,299+52.9% |
| Admin fee / account holder | $1,034 | $7,957-87.0% | $13,005-92.1% | $6,940-85.1% |