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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 | $121,149 | $102,385+18.3% | $147,080-17.6% | $80,935+49.7% |
| Participation rate | 89.5% | 75.9%+13.6pp | 82.2%+7.3pp | 67.7%+21.8pp |
| Annual return | 17.47% | 135.09%-117.6pp | 420.17%-402.7pp | 35.66%-18.2pp |
| Employer contribution / active EE | $3,587 | $3,717-3.5% | $4,933-27.3% | $2,757+30.1% |
| Participant deferral / active EE | $16,119 | $6,651+142.4% | $8,066+99.8% | $4,299+274.9% |
| Admin fee / account holder | $3,348 | $7,951-57.9% | $12,989-74.2% | $6,924-51.7% |