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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 | $117,299 | $102,422+14.5% | $147,117-20.3% | $80,959+44.9% |
| Participation rate | 74.2% | 75.9%-1.7pp | 82.2%-8.0pp | 67.7%+6.5pp |
| Annual return | 13.64% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,153 | $3,717-42.1% | $4,932-56.4% | $2,757-21.9% |
| Participant deferral / active EE | $7,280 | $6,652+9.4% | $8,065-9.7% | $4,300+69.3% |
| Admin fee / account holder | $13,422 | $7,953+68.8% | $12,993+3.3% | $6,925+93.8% |