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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 | $130,711 | $81,643+60.1% | $70,462+85.5% | $158,950-17.8% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 21.09% | 208.51%-187.4pp | 109.08%-88.0pp | 302.91%-281.8pp |
| Employer contribution / active EE | $1,638 | $3,218-49.1% | $2,737-40.2% | $4,762-65.6% |
| Participant deferral / active EE | $5,882 | $4,555+29.1% | $3,710+58.6% | $5,983-1.7% |
| Admin fee / account holder | $3,586 | $6,194-42.1% | $3,845-6.7% | $11,248-68.1% |