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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 | $130,024 | $102,422+26.9% | $147,117-11.6% | $80,959+60.6% |
| Participation rate | 77.5% | 75.9%+1.6pp | 82.2%-4.7pp | 67.7%+9.8pp |
| Annual return | 13.66% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $3,169 | $3,717-14.7% | $4,932-35.7% | $2,757+14.9% |
| Participant deferral / active EE | $6,133 | $6,652-7.8% | $8,065-24.0% | $4,300+42.6% |
| Admin fee / account holder | $1,796 | $7,953-77.4% | $12,993-86.2% | $6,925-74.1% |