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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 | $134,579 | $102,429+31.4% | $147,096-8.5% | $80,925+66.3% |
| Participation rate | 76.5% | 75.9%+0.6pp | 82.2%-5.7pp | 67.7%+8.8pp |
| Annual return | 14.27% | 135.02%-120.8pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,371 | $3,716-36.2% | $4,936-52.0% | $2,756-14.0% |
| Participant deferral / active EE | $5,129 | $6,649-22.9% | $8,071-36.5% | $4,299+19.3% |
| Admin fee / account holder | $5,514 | $7,957-30.7% | $13,005-57.6% | $6,940-20.5% |