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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 | $124,897 | $105,198+18.7% | $159,455-21.7% | $85,856+45.5% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.8%-3.3pp | 69.3%+10.2pp |
| Annual return | 14.54% | 45.08%-30.5pp | 263.63%-249.1pp | 318.58%-304.0pp |
| Employer contribution / active EE | $2,388 | $3,319-28.0% | $4,830-50.6% | $2,565-6.9% |
| Participant deferral / active EE | $5,806 | $5,946-2.4% | $7,353-21.0% | $3,952+46.9% |
| Admin fee / account holder | $1,429 | $6,934-79.4% | $10,800-86.8% | $6,261-77.2% |