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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 | $102,429+29.9% | $147,096-9.5% | $80,925+64.5% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.8pp | 67.7%+5.7pp |
| Annual return | 17.20% | 135.02%-117.8pp | 419.75%-402.5pp | 35.65%-18.4pp |
| Employer contribution / active EE | $2,886 | $3,716-22.3% | $4,936-41.5% | $2,756+4.7% |
| Participant deferral / active EE | $8,728 | $6,649+31.3% | $8,071+8.1% | $4,299+103.0% |
| Admin fee / account holder | $4,585 | $7,957-42.4% | $13,005-64.7% | $6,940-33.9% |