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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 | $102,422+31.4% | $147,117-8.5% | $80,959+66.2% |
| Participation rate | 76.5% | 75.9%+0.6pp | 82.2%-5.7pp | 67.7%+8.8pp |
| Annual return | 14.27% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,371 | $3,717-36.2% | $4,932-51.9% | $2,757-14.0% |
| Participant deferral / active EE | $5,129 | $6,652-22.9% | $8,065-36.4% | $4,300+19.3% |
| Admin fee / account holder | $5,514 | $7,953-30.7% | $12,993-57.6% | $6,925-20.4% |