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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 | $121,424 | $70,366+72.6% | $66,674+82.1% | $138,895-12.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 16.65% | 386.41%-369.8pp | 321.24%-304.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,892 | $2,765-31.6% | $2,620-27.8% | $4,194-54.9% |
| Participant deferral / active EE | $5,385 | $4,374+23.1% | $4,084+31.9% | $6,396-15.8% |
| Admin fee / account holder | $10,393 | $5,262+97.5% | $5,098+103.9% | $12,562-17.3% |