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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 | $156,323 | $102,385+52.7% | $147,080+6.3% | $80,935+93.1% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.7%+9.0pp |
| Annual return | 18.05% | 135.09%-117.0pp | 420.17%-402.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $3,289 | $3,717-11.5% | $4,933-33.3% | $2,757+19.3% |
| Participant deferral / active EE | $7,099 | $6,651+6.7% | $8,066-12.0% | $4,299+65.1% |
| Admin fee / account holder | $3,682 | $7,951-53.7% | $12,989-71.7% | $6,924-46.8% |