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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 | $123,882 | $102,382+21.0% | $147,005-15.7% | $80,874+53.2% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.2%+0.4pp | 67.6%+14.9pp |
| Annual return | 12.84% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,696 | $3,715-27.4% | $4,934-45.4% | $2,756-2.2% |
| Participant deferral / active EE | $7,048 | $6,646+6.0% | $8,070-12.7% | $4,297+64.0% |
| Admin fee / account holder | $3,013 | $7,942-62.1% | $13,006-76.8% | $6,935-56.6% |