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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 | $120,268 | $106,905+12.5% | $84,020+43.1% | $152,885-21.3% |
| Participation rate | 76.9% | 75.2%+1.7pp | 69.0%+7.9pp | 82.5%-5.5pp |
| Annual return | 19.64% | 105.00%-85.4pp | 71.31%-51.7pp | 345.39%-325.7pp |
| Employer contribution / active EE | $1,738 | $2,735-36.5% | $1,984-12.4% | $4,763-63.5% |
| Participant deferral / active EE | $5,671 | $4,012+41.4% | $3,239+75.1% | $5,851-3.1% |
| Admin fee / account holder | $1,542 | $8,287-81.4% | $6,101-74.7% | $11,598-86.7% |