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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 | $126,806 | $102,429+23.8% | $147,096-13.8% | $80,925+56.7% |
| Participation rate | 70.7% | 75.9%-5.2pp | 82.2%-11.5pp | 67.7%+3.0pp |
| Annual return | 21.90% | 135.02%-113.1pp | 419.75%-397.8pp | 35.65%-13.7pp |
| Employer contribution / active EE | $2,596 | $3,716-30.1% | $4,936-47.4% | $2,756-5.8% |
| Participant deferral / active EE | $7,357 | $6,649+10.7% | $8,071-8.8% | $4,299+71.1% |
| Admin fee / account holder | $872 | $7,957-89.0% | $13,005-93.3% | $6,940-87.4% |