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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 | $136,340 | $217,432-37.3% | $185,849-26.6% | $167,536-18.6% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 9.84% | 148.42%-138.6pp | 122.10%-112.3pp | 478.82%-469.0pp |
| Employer contribution / active EE | $1,432 | $5,875-75.6% | $5,169-72.3% | $4,839-70.4% |
| Participant deferral / active EE | $3,909 | $6,357-38.5% | $5,569-29.8% | $6,342-38.4% |
| Admin fee / account holder | $38,658 | $19,818+95.1% | $16,244+138.0% | $12,315+213.9% |