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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 | $102,382+30.0% | $147,005-9.5% | $80,874+64.6% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.2%-8.8pp | 67.6%+5.7pp |
| Annual return | 17.20% | 134.89%-117.7pp | 418.76%-401.6pp | 35.62%-18.4pp |
| Employer contribution / active EE | $2,886 | $3,715-22.3% | $4,934-41.5% | $2,756+4.7% |
| Participant deferral / active EE | $8,728 | $6,646+31.3% | $8,070+8.2% | $4,297+103.1% |
| Admin fee / account holder | $4,585 | $7,942-42.3% | $13,006-64.7% | $6,935-33.9% |