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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 | $133,527 | $102,422+30.4% | $147,117-9.2% | $80,959+64.9% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.9pp | 67.7%+5.7pp |
| Annual return | 15.83% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,247 | $3,717-66.5% | $4,932-74.7% | $2,757-54.8% |
| Participant deferral / active EE | $7,924 | $6,652+19.1% | $8,065-1.7% | $4,300+84.3% |
| Admin fee / account holder | $5,727 | $7,953-28.0% | $12,993-55.9% | $6,925-17.3% |