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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 | $133,099 | $102,422+30.0% | $147,117-9.5% | $80,959+64.4% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.9pp | 67.7%+5.7pp |
| Annual return | 17.20% | 135.16%-118.0pp | 420.54%-403.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $2,886 | $3,717-22.4% | $4,932-41.5% | $2,757+4.7% |
| Participant deferral / active EE | $8,728 | $6,652+31.2% | $8,065+8.2% | $4,300+103.0% |
| Admin fee / account holder | $4,585 | $7,953-42.3% | $12,993-64.7% | $6,925-33.8% |