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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 | $126,820 | $102,422+23.8% | $147,117-13.8% | $80,959+56.6% |
| Participation rate | 93.2% | 75.9%+17.3pp | 82.2%+11.0pp | 67.7%+25.6pp |
| Annual return | 12.42% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $3,029 | $3,717-18.5% | $4,932-38.6% | $2,757+9.8% |
| Participant deferral / active EE | $5,555 | $6,652-16.5% | $8,065-31.1% | $4,300+29.2% |
| Admin fee / account holder | $2,427 | $7,953-69.5% | $12,993-81.3% | $6,925-65.0% |