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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 | $114,989 | $102,429+12.3% | $147,096-21.8% | $80,925+42.1% |
| Participation rate | 70.5% | 75.9%-5.4pp | 82.2%-11.7pp | 67.7%+2.8pp |
| Annual return | 18.40% | 135.02%-116.6pp | 419.75%-401.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $2,989 | $3,716-19.6% | $4,936-39.4% | $2,756+8.4% |
| Participant deferral / active EE | $7,858 | $6,649+18.2% | $8,071-2.6% | $4,299+82.8% |
| Admin fee / account holder | $13,827 | $7,957+73.8% | $13,005+6.3% | $6,940+99.2% |