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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 | $122,922 | $102,429+20.0% | $147,096-16.4% | $80,925+51.9% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 14.80% | 135.02%-120.2pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,285 | $3,716-65.4% | $4,936-74.0% | $2,756-53.4% |
| Participant deferral / active EE | $4,707 | $6,649-29.2% | $8,071-41.7% | $4,299+9.5% |
| Admin fee / account holder | $2,749 | $7,957-65.5% | $13,005-78.9% | $6,940-60.4% |