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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 | $128,266 | $102,385+25.3% | $147,080-12.8% | $80,935+58.5% |
| Participation rate | 94.1% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.5pp |
| Annual return | 15.23% | 135.09%-119.9pp | 420.17%-404.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $3,075 | $3,717-17.3% | $4,933-37.7% | $2,757+11.5% |
| Participant deferral / active EE | $7,031 | $6,651+5.7% | $8,066-12.8% | $4,299+63.5% |
| Admin fee / account holder | $4,517 | $7,951-43.2% | $12,989-65.2% | $6,924-34.8% |