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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 | $129,078 | $99,079+30.3% | $78,002+65.5% | $273,972-52.9% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.5%-4.9pp | 83.0%-12.4pp |
| Annual return | 6.56% | 217.93%-211.4pp | 425.99%-419.4pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,114 | $3,308-36.1% | $2,470-14.4% | $4,869-56.6% |
| Participant deferral / active EE | $2,932 | $4,306-31.9% | $3,497-16.2% | $5,287-44.5% |
| Admin fee / account holder | $5,131 | $8,954-42.7% | $5,481-6.4% | $10,133-49.4% |